ATHOS PRIVATE WEALTH LLC of HOLLADAY, UT is an SEC-registered investment adviser (CRD 309862). Regulatory assets under management: $268.5M.
Compensation: % of AUM, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos, Other.
| 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 | — |
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 | Gross asset value | 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 |