# ATHOS PRIVATE WEALTH LLC

ATHOS PRIVATE WEALTH LLC of HOLLADAY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 309862
- Type: SEC-registered investment adviser
- SEC file number: 801-127736
- Location: 4725 S HOLLADAY BLVD, SUITE 130, HOLLADAY, UT, 84117
- Phone: 435-252-1099
- Latest filing: 2026-03-31
- Regulatory AUM: $268.5M
- Discretionary AUM: $268.5M
- Clients: 7
- Accounts: 928

## Business model

- Compensation: % of AUM, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| CHRISTINA RICE | HEAD OF PRIVATE INVESTMENTS & COMPLIANCE | TUCSON, AZ |
| Robert Kent Shattuck | CHIEF EXECUTIVE OFFICER  AND CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER,CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | — |
| SHATTUCK ROBERT KENT | CHIEF EXECUTIVE OFFICER  AND CHIEF COMPLIANCE OFFICER | — |
| Delvaux Filipe | PARTNER, COO, AND CO-CHIEF INVESTMENT OFFICER | — |


## Private funds (29)

Mix: Venture Capital Fund 21 · Private Equity Fund 6 · Other Private Fund 2

_Showing 15 of 29 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| ATHOS CREDIT FUND, LP | Venture Capital Fund | Delaware | 25 | $15.3M | $50K |
| ATHOS OPPORTUNITY FUND PUR, LLC | Venture Capital Fund | Delaware | 41 | $6.7M | $50K |
| ATHOS OPPORTUNITY FUND VSP, LLC | Private Equity Fund | Delaware | 17 | $3.8M | $50K |
| ATHOS OPPORTUNITY FUND FPH, LLC | Venture Capital Fund | Delaware | 21 | $3.5M | $50K |
| ATHOS GROWTH FUND II, LP | Venture Capital Fund | Delaware | 27 | $3.4M | $50K |
| ATHOS VENTURE FUND II, LP | Venture Capital Fund | Delaware | 25 | $3.3M | $50K |
| ATHOS VENTURE FUND I, LP | Venture Capital Fund | Delaware | 29 | $3.2M | $50K |
| ATHOS GROWTH FUND I, LP | Venture Capital Fund | Delaware | 27 | $3.0M | $50K |
| ATHOS OPPORTUNITY FUND CCF, LLC | Other Private Fund | Delaware | 19 | $2.8M | $50K |
| ATHOS CRYPTO LAUNCH FUND, LP | Venture Capital Fund | Delaware | 31 | $2.8M | $50K |
| ATHOS GROWTH FUND III LP | Venture Capital Fund | Delaware | 22 | $2.4M | $50K |
| ATHOS OPPORTUNITY FUND APC, LLC | Venture Capital Fund | Delaware | 18 | $2.3M | $50K |
| ATHOS OPPORTUNITY FUND UNI, LLC | Venture Capital Fund | Delaware | 15 | $2.2M | $50K |
| ATHOS OPPORTUNITY FUND GWC LLC | Venture Capital Fund | Delaware | 8 | $2.1M | $50K |
| ATHOS EMERGING VENTURE FUND III LP | Venture Capital Fund | Delaware | 26 | $2.0M | $50K |


## Fund service providers (3)

- administrator: CARTA — 13 funds
- administrator: HC GLOBAL FUND SERVICES — 5 funds
- administrator: NAV CONSULTING INC. — 3 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309862/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309862/similar
- Related entities: https://search.stillhousedata.com/firm/309862/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309862

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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.