ATCAP PARTNERS, LLC

RIASEC RegisteredEst. 2011

Total AUM

$196M

Discretionary

$196M

100% of AUM

Avg account

$560K

Accounts

349

Employees

Advisory reps

Firm details

Headquarters: ROCKVILLE, Maryland
CRD number: 158214
Registered since: July 25, 2011
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI70.71%
Individuals14.24%
Pension & Profit Sharing Plans12.73%
Charitable Organizations2.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Atcap Partners, LLC is an SEC-registered investment adviser formed as an LLC in 2011 that acts as a capital allocator for both individual/family and institutional clients. The firm provides multi-faceted advisory services including financial planning, discretionary portfolio management for individuals and small businesses as well as businesses or institutions, selection of other advisers, and educational seminars. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, fixed fees and other negotiated structures. Investment activity shows a clear bias toward pooled public vehicles—public funds and mutual funds comprise the single largest asset sleeve—while the firm also allocates to third‑party alternative managers. Atcap does not identify as an active ESG investor. Its business model includes affiliations with broker‑dealers, other investment advisers and commodity pool/operator activity, reflecting a mix of execution and manager‑selection capabilities.