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Ategenos Capital, LLC

● SEC registered since 2023CRD 326708SEC# 801-128024Berwyn, PA
Export (members)
Reg. AUM
$466.4M
Employees
16
Accounts
1,758
Location
Berwyn, PA

Ategenos Capital, LLC assets under management

Ategenos Capital, LLC is an SEC-registered investment adviser based in Berwyn, PA. The firm has been registered since 2023. It reports $466.4 million in regulatory assets under management and employs 16 people.

Ategenos Capital, LLC owners & executives

16 reported
NameTitleOwnershipSince
366, LLC ControlShareholder25-50%2022
Amy Lynn Magnotta ControlCo-Chief Investment OfficerUnder 5%2022
Ategenos Capital Management Aggregator, LLCShareholder10-25%2022
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Frequently asked questions

How much does Ategenos Capital, LLC manage?

Ategenos Capital, LLC reports $466.4 million in regulatory assets under management on its Form ADV.

How many employees does Ategenos Capital, LLC have?

Ategenos Capital, LLC reports 16 employees.

Where is Ategenos Capital, LLC located?

Ategenos Capital, LLC is based in Berwyn, PA and has been SEC-registered since 2023.

Does Ategenos Capital, LLC disclose fund performance?

Ategenos Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1000 Chesterbrook Boulevard, Suite 102, Berwyn, PA 19312
Phone1-800-461-3205
Office hours8a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$360M
Non-discretionary$106.5M
Total (RAUM)$466.4M