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ATCAP PARTNERS, LLC
ROCKVILLE, MD
866-842-3356
SEC #801-72617Total AUM
$195.5M
Employees
26Clients
349Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1445 RESEARCH BOULEVARD
#530
ROCKVILLE
MD 20850
United States
#530
ROCKVILLE
MD 20850
United States
Operating Hours
8 AM -- 5 PM
Monday - Friday
Monday - Friday
Phone
866-842-3356
Other Offices
4
Financials
Total AUM
$195.5M
Accounts
349Discretionary
$195.5M
Accounts
349Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
150AUM
$27.9M
HNW Individual Clients
192AUM
$138.2M
Pension/Profit Sharing Plan Clients
5AUM
$24.9M
Charitable Organization Clients
2AUM
$4.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
WRAP FEE BASED ON PERCENTAGE OF ASSETS UNDER MANAGEMENT
Compliance
Disclosures
None reported
State Registrations
ALAZCACTDCFLGAILINMAMDMENCNJNYOHPATNTXVAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.