# ATHENA ASSET MANAGEMENT & RESEARCH, LLC

ATHENA ASSET MANAGEMENT & RESEARCH, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 132909
- Type: SEC-registered investment adviser
- SEC file number: 801-69463
- Location: 555 CALIFORNIA STREET, 3RD FLOOR, SAN FRANCISCO, CA, 94104-1503
- Phone: 415-829-4333
- Latest filing: 2012-12-20
- Regulatory AUM: $20.0M
- Discretionary AUM: $20.0M
- Clients: 1
- Accounts: 15

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| [Lee F Allen](https://search.stillhousedata.com/person/528310) | PRINCIPAL; CHIEF COMPLIANCE OFFICER; SOLE MEMBER, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | Henderson, NV |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132909/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132909/similar
- Related entities: https://search.stillhousedata.com/firm/132909/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132909

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.