|
⚲
|
| Athenainvest Advisors LLC
✚
| |
|---|---|
| CRD # | 146224 |
| SEC # | 801-69258 |
| CIK # | |
| AUM | $84.1 MM (2024-03-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 877-430-5675 |
| Address | 5340 S Quebec St Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Athena Behavioral Capital Fund LP | [2020-04-01] | 6.5 | 3.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 1.3 |
| (b) Individuals (high net worth individuals) | 10 | 8.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 26.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 48.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,243 | 84.1 |
| By Discretionary | ||
| Discretionary | 1,243 | 84.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,243 | 84.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 84.1 | |
| Total | 1,243 | 84.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Andrew Howard | 18 | ||
| C Howard | 4 | ||
| Lambert Bunker | 3 | ||
| Athena Behavioral Capital Fund GP LLC | 2 | ||
| Check Six Capital LLC | 2 | ||
| Wild BOAR Advisors LLC | 1 | ||
| David Stock | 1 | ||
| Red Baron Capital GP LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Markin Asset Management LP
✚
|
NY | 0.1 |
|
Windward Management LP
✚
|
FL | 0.1 |
|
Marvin & Palmer Associates
✚
|
DE | 0.1 |
|
Cruiser Capital Advisors LLC
✚
|
CT | 0.1 |
|
Acrylic Financial Inc
✚
|
AZ | 0.1 |
|
Inverdale Capital Management LLC
✚
|
TX | 0.1 |
|
Risk Paradigm Group LLC
✚
|
MA | 0.1 |
|
Lexion Capital Management LP
✚
|
NY | 0.1 |
|
DARK Horse Capital Management LLC
✚
|
PA | 0.1 |
|
Alexander Capital Advisors LLC
✚
|
CT | 0.1 |