ATHENS CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA BARBARA, California
CRD number
161885
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Athens Capital Management LLC is an SEC-registered investment adviser operating as a limited liability company since 2012. The firm is owned individually and is structured around managing pooled investment vehicles rather than serving a roster of separate advisory clients. Athens Capital is not identified as a capital allocator or a multi-state adviser and does not flag itself as an active ESG investor. Public disclosures do not list retail advisory relationships, fee schedules, or detailed business lines, but the firm’s registered activity centers on managing private funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • BRIAN TORRES

    Chief Financial OfficerCRD 5132180

Contacts

1 of 1
  • STEVEN GUMINS

    Founder & Managing MemberCRD 1025841

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA BARBARA, CA

SANTA BARBARA

Location

SANTA BARBARA, CA

Headquartered in SANTA BARBARA, CA, in the West of the United States.

Region
West
County
SANTA BARBARA
Address
812 Presidio Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth