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| Athos Private Wealth LLC
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| CRD # | 309862 |
| SEC # | 801-127736 |
| CIK # | 0002022332 |
| AUM | 268.5 M (2026-03-31) |
| 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 | AUM |
|---|---|---|---|---|
| VC | Athos Opportunity Fund Ant LLC | [2026-03-31] | 1.0 M | 1.0 M |
| Filed 2025-11-05 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Athos Opportunity Fund OAI LLC | [2026-03-31] | 1.4 M | 0.5 M |
| Filed 2025-11-05 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Athos Opportunity Fund UNI LLC | [2026-03-31] | 0.4 M | 2.2 M |
| Filed 2026-02-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Athos Private Equity Fund I LP | [2026-03-31] | 1.8 M | 1.7 M |
| Filed 2026-02-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Athos Credit Fund LP | [2025-03-25] | 5.4 M | 15.3 M |
| Filed 2025-05-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Athos Emerging Venture Fund IV LP | [2025-03-25] | 1.1 M | 1.3 M |
| Filed 2025-06-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Athos Growth Fund IV LP | [2025-03-25] | 1.5 M | 1.4 M |
| Filed 2025-12-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Athos Opportunity Fund Tor LLC | [2025-03-25] | 0.8 M | 1.9 M |
| Filed 2024-05-01 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Athos Crypto Fund II LP | [2024-03-28] | 0.9 M | 1.2 M |
| Filed 2024-05-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Athos Emerging Venture Fund III LP | [2024-03-28] | 2.1 M | 2.0 M |
| Filed 2025-10-23 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 16.7 |
| (b) Individuals (high net worth individuals) | 75 | 175.2 |
| (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 | 29 | 76.6 |
| (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 | 928 | 268.5 |
| By Discretionary | ||
| Discretionary | 928 | 268.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 928 | 268.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.0 | |
| United States Persons | 260.5 | |
| Total | 928 | 268.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ltd Belltower Fund Group | Director | 18653 | 45 | |
| Fund GP | Director | 18430 | 45 | |
| Robert Shattuck | Director, Executive Officer | 33 | 2 | |
| Jodi Hubler | Director | 22 | 2 | |
| Joe Kaiser | Director | 14 | 2 | |
| Athos Fund Management LLC | Executive Officer | 11 | 2 | |
| Charlotte Ross | Director | 3 | 2 | |
| Brian Whorley | Executive Officer | 3 | 2 | |
| Darius Chehrzad | Director | 2 | 2 | |
| Daniel Lynn | Director | 2 | 2 | |
| Athos Venture GP I LLC | Executive Officer | 1 | 1 | |
| Athos Venture GP II LLC | Executive Officer | 1 | 1 | |
| Athos Growth GP IV LLC | Executive Officer | 1 | 1 | |
| Athos Private Wealth LLC | Executive Officer | 1 | 1 | |
| Athos Crypto GP II LLC | Executive Officer | 1 | 1 | |
| Athos Emerging Venture GP III LP | Executive Officer | 1 | 1 | |
| Athos Growth GP I LLC | Executive Officer | 1 | 1 | |
| Athos Private Equity GP I LLC | Executive Officer | 1 | 1 | |
| Athos Credit GP LLC | Executive Officer | 1 | 1 | |
| Athos Emerging Venture GP IV LLC | Executive Officer | 1 | 1 | |
| Athos Growth GP II LLC | Executive Officer | 1 | 1 | |
| Athos Fund Management LLC | Executive Officer | 1 | 1 | |
| Athos Crypto Launch GP LLC | Executive Officer | 1 | 1 | |
| Athos Venture GP III LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0002022332] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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