|
⚲
|
| Keyboard |
| Atlatl Advisers LLC
✚
|
|
|---|---|
| CRD # | 284036 |
| SEC # | 801-129418 |
| CIK # | 0002023168 |
| AUM | 392.7 M (2026-05-21) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 608-351-4500 |
| Address | 2921 Landmark Place Madison, WI 53713 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.9 | ||
| ETFS Gold Trust | 4.3 | ||
| Sprott Physical Gold & Silver Trust | 2.9 | ||
| Amazon Com Inc | 2.3 | ||
| Nvidia Corp | 2.2 | ||
| Palantir Technologies Inc | 1.9 | ||
| Microsoft Corp | 1.8 | ||
| Alphabet Inc | 1.4 | ||
| Tesla Motors Inc | 1.1 | ||
| GS Acquisition Holdings Corp | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 78.9 |
| (b) Individuals (high net worth individuals) | 101 | 260.8 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 16.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 36.5 |
| (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 | 1,124 | 392.7 |
| By Discretionary | ||
| Discretionary | 1,124 | 392.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,124 | 392.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 392.7 | |
| Total | 1,124 | 392.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002023168] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Core Wealth Partners LLC
✚
|
CA | 393.2 M |
|
PFW Advisors LLC
✚
|
GA | 393.2 M |
|
Causey Wealth LLC
✚
|
CO | 393.2 M |
|
Key Capital Management Inc
✚
|
TN | 393.0 M |
|
C C Dunnavan & Co Inc
✚
|
MN | 392.7 M |
|
Panoramic Capital Partners LLC
✚
|
OR | 392.7 M |
|
The Darrow Company Inc
✚
|
MA | 392.4 M |
|
Eastover Investment Advisors LLC
✚
|
NC | 392.3 M |
|
S&A Financial Services Inc
✚
|
KS | 392.3 M |
|
Carmel Capital Management LLC
✚
|
CA | 392.0 M |