Atlantic Private Wealth, LLC

RIASEC Registered
Total AUM
$894M
Discretionary
$891M
100% of AUM
Avg account
$668K
Accounts
1,339
Employees
5
Advisory reps
5

Firm details

Headquarters
Chapel Hill, North Carolina
CRD number
311517
Registered since
April 9, 2021
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI80.21%
  • Corporations / Businesses11.83%
  • Individuals7.96%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Atlantic Private Wealth, LLC operates as an independent registered investment adviser, with SEC registration recorded in 2021. The firm is owned by an individual and serves both individual and family clients as well as institutional and business clients. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutional entities. Fee arrangements include percentage-of-AUM schedules as well as fixed-fee engagements. The firm does not identify as an active ESG investor, and it is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, US Government Bonds 46%, Cash & Cash Equivalents 2%, Exchange Traded Equities 1%51%
  • Public Funds/Mutual Funds51%
  • US Government Bonds46%
  • Cash & Cash Equivalents2%
  • Exchange Traded Equities1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 121

Active vs passive

$166M in ETFs

Passive

84%

$140M

Active

4%

$26.1M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$47.1M61,77128.30%

Location

Primary office

Chapel Hill, NC

Orange

Location

Chapel Hill, NC

Headquartered in Chapel Hill, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Orange
Address
308 W Rosemary St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth