Ategenos Capital, LLC
● SEC registered since 2023CRD 326708SEC# 801-128024Berwyn, PA
Reg. AUM
$1.07B
Employees
13
Accounts
3,219
Location
Berwyn, PA
Ategenos Capital, LLC assets under management
Ategenos Capital, LLC is an SEC-registered investment adviser based in Berwyn, PA. The firm has been registered since 2023. It reports $1.1 billion in regulatory assets under management and employs 13 people.
Ategenos Capital, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 366, LLC Control | Shareholder | 25-50% | 2022 |
| Ategenos Capital Management Aggregator, LLC | Shareholder | 10-25% | 2022 |
| Brendan Patrick McConnell Control | Chief Operating Officer | Under 5% | 2022 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ategenos Capital, LLC manage?
Ategenos Capital, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Ategenos Capital, LLC have?
Ategenos Capital, LLC reports 13 employees.
Where is Ategenos Capital, LLC located?
Ategenos Capital, LLC is based in Berwyn, PA and has been SEC-registered since 2023.
Does Ategenos Capital, LLC disclose fund performance?
Ategenos Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 Chesterbrook Boulevard, Suite 102, Berwyn, PA 19312 |
| Phone | 1-800-461-3205 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.07B▲ 719%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $859.2MNon-discretionary $210.2M