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| Happy Holidays!! thanks for using AUM13F!! |
| ATON Financial LLC
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| CRD # | 173070 |
| SEC # | 801-112925 |
| CIK # | |
| AUM | $469.1 M (2025-03-25) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 787-725-6070 |
| Address | 1590 Ponce de Leon San Juan, PR 00926 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Admiral Capital Group Fund LLC | [2025-03-25] | 1.2 | 5.1 |
| PE | IPS Investment Fund LLC | [2025-03-25] | 0.9 | 3.5 |
| PE | Power Fund LLC | 2023-07-13 | 3.8 | |
| PE | GM Group Fund II LLC | 2021-07-12 | 23.0 | |
| PE | GM Group Fund LLC | 2021-07-12 | 2.0 | |
| PE | JOMA Fund LLC | 2021-07-12 | 60.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 33.9 |
| (b) Individuals (high net worth individuals) | 89 | 307.1 |
| (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 | 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 | 0.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 127.4 |
| (n) Other | 0 | 0.0 |
| Total | 398 | 469.1 |
| By Discretionary | ||
| Discretionary | 369 | 323.9 |
| Non-Discretionary | 29 | 145.2 |
| Total | 398 | 469.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 469.1 | |
| Total | 398 | 469.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Marko Rendic | 2 | ||
| Giovanni Davila | 1 | ||
| Osvaldo Rodriguez | 1 |
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|---|---|---|
|
Harvest Investment Services LLC
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IL | 0.5 |
|
Double Eagle Family Offices LLC
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|
TX | 0.5 |
|
Painted Porch Advisors LLC
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CA | 0.5 |
|
Quattro Advisors LLC
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PA | 0.5 |
|
Ariston Services Group LLC
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CA | 0.5 |
|
CH Global Capital Management LLC
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NY | 0.5 |
|
Prairie Wealth Advisors Inc
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|
NE | 0.5 |
|
Mills Wealth Advisors LLC
✚
|
TX | 0.4 |
|
Clarity Capital Partners LLC
✚
|
CA | 0.4 |
|
Heritage Family Offices LLP
✚
|
AZ | 0.4 |