Athos Private Wealth LLC
● SEC registered since 2023CRD 309862SEC# 801-127736Holladay, UT
Ranks #4,732 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$268.5M
Fund GAV
$76.6M
Private funds
29
Employees
7
Accounts
928
Location
Holladay, UT
Athos Private Wealth LLC assets under management
Athos Private Wealth LLC operates as an SEC-registered investment adviser based in Holladay, UT. The firm has been registered since 2023. It reports $268.5 million in regulatory assets under management and employs 7 people. Athos Private Wealth LLC manages 29 private funds with combined gross assets of $76.6 million, including Athos Credit Fund, LP. By regulatory assets, it ranks 4,732 of 6,004 private fund managers.
Athos Private Wealth LLC private funds
29 funds · $76.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Athos Credit Fund, LP | Venture Capital | $15.3M | $50K |
| Athos Opportunity Fund Pur, LLC | Venture Capital | $6.7M | $50K |
| Athos Opportunity Fund Vsp, LLC | Private Equity | $3.8M | $50K |
See all 29 funds — unlock the full record.
Join to unlock · $37/moAthos Private Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina Rice Control | Head Of Private Investments & Compliance | Under 5% | 2023 |
| Robert Kent Shattuck Control | Chief Executive Officer,chief Compliance Officer, Managing Partner | Over 75% | 2020 |
Frequently asked questions
How much does Athos Private Wealth LLC manage?
Athos Private Wealth LLC reports $268.5 million in regulatory assets under management on its Form ADV.
How many private funds does Athos Private Wealth LLC manage?
Athos Private Wealth LLC manages 29 private funds with combined gross assets of $76.6 million.
How many employees does Athos Private Wealth LLC have?
Athos Private Wealth LLC reports 7 employees.
Where is Athos Private Wealth LLC located?
Athos Private Wealth LLC is based in Holladay, UT and has been SEC-registered since 2023.
Does Athos Private Wealth LLC disclose fund performance?
Athos Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4725 S Holladay Blvd, Suite 130, Holladay, UT 84117 |
| Phone | 435-252-1099 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$268.5M▲ 52%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
AUM vs fund managersTop 79%
Larger than 21% of 6,004 private-fund managers
Number of fundsTop 8%
More funds than 92% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$268.5Mregulatory AUM
Discretionary $268.5M
Fund type mix
Venture Capital21
Private Equity6
Other Private2