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ATCAP PARTNERS, LLC
CRD 158214 · SEC 801-72617
1445 RESEARCH BOULEVARD, #530, ROCKVILLE, MD, 20850, United States
Phone
866-842-3356
Fax
301-424-3817
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$195.5M
Discretionary AUM
$195.5M
Team
26 total employees; 23 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; WRAP FEE BASED ON PERCENTAGE OF ASSETS UNDER MANAGEMENT
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersMarket timingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $27.9M |
| High net worth individuals | 192 | $138.2M |
| Pension/profit sharing plans | 5 | $24.9M |
| Charitable organizations | 2 | $4.5M |
States served
AL, AZ, CA, DC, GA, IL, IN, ME, MD, MA, NJ, NY, NC, OH, PA, TN, VA, WI, TX, CT, FL
Official SEC filing: View on IAPD