ATWATER CAPITAL, LLC

RIASEC RegisteredEst. 2021
Total AUM
$491M
Discretionary
$491M
100% of AUM
Avg account
$37.8M
Accounts
13
Employees
6
Advisory reps
1

Firm details

Headquarters
Los Angeles, California
CRD number
299075
Registered since
May 7, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Atwater Capital, LLC is a private equity manager that serves institutional investors through pooled investment vehicles. The firm operates as sponsor, general partner and managing member of its funds and provides portfolio management for those pooled vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees, aligning economics with upside generated by the funds it manages. Atwater is focused on private equity and private placement activity rather than public market investing, is not an active ESG investor, and does not act as a capital allocator outside its fund structures. Registration with the SEC began in 2021 and the firm targets a concentrated institutional client base. Its business model emphasizes fund formation and ongoing asset management of those funds rather than broad retail advisory services.

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

Contacts

1 of 1
  • Meri Khananashvili

    Senior Vice PresidentCRD 7359367

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
3268 Kazaz Ln
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth