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| Happy Holidays!! thanks for using AUM13F!! |
| Athos Private Wealth LLC
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| CRD # | 309862 |
| SEC # | 801-127736 |
| CIK # | 0002022332 |
| AUM | $176.7 M (2025-07-08) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 435-252-1099 |
| Address | 4725 S Holladay Blvd Holladay, UT 84117 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Athos Credit Fund LP | [2025-03-25] | 5.4 | 4.3 |
| VC | Athos Emerging Venture Fund IV LP | [2025-03-25] | 1.1 | 1.0 |
| VC | Athos Growth Fund IV LP | [2025-03-25] | 0.9 | 0.9 |
| PE | Athos Opportunity Fund Tor LLC | [2025-03-25] | 0.8 | 0.8 |
| VC | Athos Crypto Fund II LP | [2024-03-28] | 0.9 | 1.1 |
| VC | Athos Emerging Venture Fund III LP | [2024-03-28] | 1.9 | 1.9 |
| VC | Athos Growth Fund III LP | [2024-03-28] | 2.0 | 1.9 |
| Other | Athos Opportunity Fund Eve LLC | [2024-03-28] | 0.4 | 0.3 |
| VC | Athos Opportunity Fund GWC LLC | [2024-03-28] | 3.4 | 3.9 |
| VC | Athos Opportunity Fund RHC LLC | [2024-03-28] | 0.4 | 0.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 6.9 |
| (b) Individuals (high net worth individuals) | 67 | 109.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 25 | 60.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 713 | 176.7 |
| By Discretionary | ||
| Discretionary | 709 | 176.6 |
| Non-Discretionary | 4 | 0.1 |
| Total | 713 | 176.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 175.9 | |
| Total | 713 | 176.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Ltd Belltower Fund Group | 18653 | |||
| Fund GP | 18430 | |||
| Robert Shattuck | 28 | |||
| Jodi Hubler | 22 | |||
| Joe Kaiser | 13 | |||
| Athos Fund Management LLC | 7 | |||
| Charlotte Ross | 3 | |||
| Brian Whorley | 3 | |||
| Daniel Lynn | 2 | |||
| Darius Chehrzad | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0002022332] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Reicon Wealth Advisors LLC
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GA | 0.2 |
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Refined Wealth Management
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|
UT | 0.2 |
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Accelerated Wealth Advisors LLC
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CO | 0.2 |
|
Chapel Bridge Wealth Advisors LLC
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PR | 0.2 |
|
Alliance Investment Management LLC
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|
MI | 0.2 |
|
Capital IP Investment Partners LP
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|
0.2 | |
|
Argus Investors' Counsel Inc
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NY | 0.2 |
|
Alan B Lancz & Associates Inc
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OH | 0.2 |
|
William B Walkup & Associates Inc
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|
SC | 0.2 |
|
Clearpath Capital Partners LLC
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|
0.2 |