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Athos Private Wealth LLC

● SEC registered since 2023CRD 309862SEC# 801-127736Holladay, UT
Export (members)
Ranks #4,966 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$176.7M
Fund GAV
$59.9M
Private funds
25
Employees
7
Accounts
713
Location
Holladay, UT

Athos Private Wealth LLC assets under management

Athos Private Wealth LLC operates as an SEC-registered investment adviser based in Holladay, UT. The firm has been registered since 2023. It reports $176.7 million in regulatory assets under management and employs 7 people. Athos Private Wealth LLC manages 25 private funds with combined gross assets of $59.9 million, including Athos Opportunity Fund Pur, LLC. By regulatory assets, it ranks 4,966 of 5,911 private fund managers.

Athos Private Wealth LLC private funds

25 funds · $59.9M GAV
FundTypeGross assetsMin.
Athos Opportunity Fund Pur, LLCVenture Capital$6.9M$50K
Athos Opportunity Fund Vsp, LLCPrivate Equity$4.3M$50K
Athos Credit Fund, LPVenture Capital$4.3M$50K
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Athos Private Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Kent Shattuck ControlChief Executive Officer And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Athos Private Wealth LLC manage?

Athos Private Wealth LLC reports $176.7 million in regulatory assets under management on its Form ADV.

How many private funds does Athos Private Wealth LLC manage?

Athos Private Wealth LLC manages 25 private funds with combined gross assets of $59.9 million.

How many employees does Athos Private Wealth LLC have?

Athos Private Wealth LLC reports 7 employees.

Where is Athos Private Wealth LLC located?

Athos Private Wealth LLC is based in Holladay, UT and has been SEC-registered since 2023.

Does Athos Private Wealth LLC disclose fund performance?

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

Contact & registration

Address4725 S Holladay Blvd, Suite 130, Holladay, UT 84117
Phone435-252-1099
Office hours9 a.m. To 5 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$176.6M
Non-discretionary$140K
Total (RAUM)$176.7M

Service providers