Allocator Index · CRD 309862

ATHOS PRIVATE WEALTH LLC

Holladay, UT · 435-252-1099 · instagram.com/athoswealth/

SEC IAPD record ↗

Fit score

76

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

75

Other individuals

42

HNW assets

$175.2M

Total AUM

$268.5M

Employees

7

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
ATHOS CREDIT FUND, LPVenture Capital Fund$15.3M
ATHOS OPPORTUNITY FUND PUR, LLCVenture Capital Fund$6.7M
ATHOS OPPORTUNITY FUND VSP, LLCPrivate Equity Fund$3.8M
ATHOS OPPORTUNITY FUND FPH, LLCVenture Capital Fund$3.5M
ATHOS GROWTH FUND II, LPVenture Capital Fund$3.4M
ATHOS VENTURE FUND II, LPVenture Capital Fund$3.3M
ATHOS VENTURE FUND I, LPVenture Capital Fund$3.2M
ATHOS GROWTH FUND I, LPVenture Capital Fund$3.0M
ATHOS OPPORTUNITY FUND CCF, LLCOther Private Fund$2.8M
ATHOS CRYPTO LAUNCH FUND, LPVenture Capital Fund$2.8M
ATHOS GROWTH FUND III LPVenture Capital Fund$2.4M
ATHOS OPPORTUNITY FUND APC, LLCVenture Capital Fund$2.3M
ATHOS OPPORTUNITY FUND UNI, LLCVenture Capital Fund$2.2M
ATHOS OPPORTUNITY FUND GWC LLCVenture Capital Fund$2.1M
ATHOS EMERGING VENTURE FUND III LPVenture Capital Fund$2.0M
ATHOS VENTURE FUND III LPVenture Capital Fund$2.0M
ATHOS OPPORTUNITY FUND TOR, LLCPrivate Equity Fund$1.9M
ATHOS OPPORTUNITY FUND SMC, LLCPrivate Equity Fund$1.7M
ATHOS PRIVATE EQUITY FUND I, LPVenture Capital Fund$1.7M
ATHOS OPPORTUNITY FUND NHF, LLCPrivate Equity Fund$1.5M
ATHOS GROWTH FUND IV, LPVenture Capital Fund$1.4M
ATHOS EMERGING VENTURE FUND IV LPVenture Capital Fund$1.3M
ATHOS OPPORTUNITY FUND TBC LLCPrivate Equity Fund$1.3M
ATHOS CRYPTO FUND II, LPVenture Capital Fund$1.2M
ATHOS OPPORTUNITY FUND ANT, LLCVenture Capital Fund$975K
ATHOS OPPORTUNITY FUND RHC LLCVenture Capital Fund$963K
ATHOS OPPORTUNITY FUND FTH, LLCPrivate Equity Fund$961K
ATHOS OPPORTUNITY FUND OAI, LLCVenture Capital Fund$482K
ATHOS OPPORTUNITY FUND EVE LLCOther Private Fund$401K