ATCAP PARTNERS, LLC
  • ATCAP PARTNERS, LLC
  • KENSINGTON ANALYTICS
  • FORTE CAPITAL GROUP
  • CRITICAL MATH

Adviser Profile

As of Date 04/01/2026
Registration SEC, Approved, 07/25/2011
ADV Location ROCKVILLE, MD, United States
Contact Info 866 xxxxxxx
AUM* 195,509,222 132%
of that, discretionary 195,509,222 132%
Number of Employees 26 13%
of those in investment advisory functions 23 15%
Private Fund GAV* 0
Avg Account Size 560,198 92%
% High Net Worth 55.01% 113%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Related adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Market timing services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

196M 168M 140M 112M 84M 56M 28M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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