ATHENAINVEST ADVISORS LLC
CRD #146224 SEC #801-69258 GREENWOOD VILLAGE, CO (877) 430-5675
SEC Registered
Total AUM
$80.4M
Discretionary
$80.4M
Employees
5
Clients
0
Accounts
1,253
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $80.4M | $80.4M | $0 | 5 | 0 |
| Mar 2024 | $84.1M | $84.1M | $0 | 5 | 0 |
| Mar 2024 | $84.1M | $84.1M | $0 | 5 | 0 |
| Mar 2023 | $92.7M | $92.7M | $0 | 7 | 0 |
| Aug 2022 | $114.1M | $114.1M | $0 | 7 | 0 |
| Mar 2022 | $114.1M | $114.1M | $0 | 7 | 0 |
| Mar 2021 | $119.4M | $119.4M | $0 | 7 | 0 |
| Mar 2021 | $119.4M | $119.4M | $0 | 7 | 0 |
| Nov 2020 | $122.5M | $122.5M | $0 | 7 | 0 |
| Jun 2020 | $122.5M | $122.5M | $0 | 8 | 0 |
| Apr 2020 | $122.5M | $122.5M | $0 | 8 | 0 |
| Apr 2020 | $122.5M | $122.5M | $0 | 8 | 0 |
| Nov 2019 | $107.9M | $107.9M | $0 | 8 | 3,000 |
| Sep 2019 | $107.9M | $107.9M | $0 | 8 | 3,000 |
| Mar 2019 | $107.9M | $107.9M | $0 | 8 | 3,000 |
| Mar 2018 | $119M | $119M | $0 | 8 | 1,800 |
| Jan 2018 | $122M | $122M | $0 | 7 | 1,700 |
| Apr 2017 | $144M | $144M | $0 | 7 | 800 |
| Mar 2017 | $144M | $144M | $0 | 7 | 800 |
| Nov 2016 | $146M | $146M | $0 | 6 | 800 |
| Nov 2016 | $146M | $146M | $0 | 6 | 800 |
| Jul 2016 | $289.6M | $133.1M | $156.6M | 6 | 800 |
| Jun 2016 | $289.6M | $133.1M | $156.6M | 6 | 800 |
| Jun 2016 | $289.6M | $133.1M | $156.6M | 6 | 800 |
| Mar 2016 | $289.6M | $133.1M | $156.6M | 6 | 800 |
| Aug 2015 | $99.9M | $99.9M | $0 | 6 | 800 |
| Jun 2015 | $99.9M | $99.9M | $0 | 6 | 800 |
| May 2015 | $99.9M | $99.9M | $0 | 6 | 800 |
| Mar 2015 | $99.9M | $99.9M | $0 | 6 | 800 |
| Nov 2014 | $96M | $96M | $0 | 6 | 800 |
| Apr 2014 | $108.8M | $37.4M | $71.4M | 6 | 500 |
| Apr 2014 | $113.4M | $53.3M | $60.1M | 6 | 500 |
| Mar 2014 | $113.4M | $53.3M | $60.1M | 6 | 500 |
| Mar 2014 | $113.4M | $53.3M | $60.1M | 6 | 500 |
| Jan 2014 | $60.2M | $17.4M | $42.7M | 6 | 500 |
| Oct 2013 | $60.2M | $17.4M | $42.7M | 6 | 500 |
| Jun 2013 | $60.2M | $60.2M | $0 | 6 | 500 |
| Mar 2013 | $60.2M | $60.2M | $0 | 6 | 500 |
| Oct 2012 | $45M | $45M | $0 | 5 | 600 |
| Oct 2012 | $45M | $45M | $0 | 5 | 600 |
| Mar 2012 | $45M | $45M | $0 | 1 | 600 |
| Apr 2011 | $22.7M | $22.7M | $0 | 5 | -- |
| Apr 2011 | $22.7M | $22.7M | $0 | 5 | -- |
| Aug 2010 | $9.3M | $9.3M | $0 | 5 | -- |
| Mar 2010 | $9.3M | $9.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$80.4M
Discretionary$80.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$84.1M
Discretionary$84.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$84.1M
Discretionary$84.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees7
Clients0
DateNov 2020
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees8
Clients0
DateNov 2019
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees8
Clients3,000
DateSep 2019
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees8
Clients3,000
DateMar 2019
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees8
Clients3,000
DateMar 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees8
Clients1,800
DateJan 2018
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees7
Clients1,700
DateApr 2017
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees7
Clients800
DateMar 2017
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees7
Clients800
DateNov 2016
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees6
Clients800
DateNov 2016
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees6
Clients800
DateJul 2016
Total AUM$289.6M
Discretionary$133.1M
Non-Disc.$156.6M
Employees6
Clients800
DateJun 2016
Total AUM$289.6M
Discretionary$133.1M
Non-Disc.$156.6M
Employees6
Clients800
DateJun 2016
Total AUM$289.6M
Discretionary$133.1M
Non-Disc.$156.6M
Employees6
Clients800
DateMar 2016
Total AUM$289.6M
Discretionary$133.1M
Non-Disc.$156.6M
Employees6
Clients800
DateAug 2015
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees6
Clients800
DateJun 2015
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees6
Clients800
DateMay 2015
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees6
Clients800
DateMar 2015
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees6
Clients800
DateNov 2014
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees6
Clients800
DateApr 2014
Total AUM$108.8M
Discretionary$37.4M
Non-Disc.$71.4M
Employees6
Clients500
DateApr 2014
Total AUM$113.4M
Discretionary$53.3M
Non-Disc.$60.1M
Employees6
Clients500
DateMar 2014
Total AUM$113.4M
Discretionary$53.3M
Non-Disc.$60.1M
Employees6
Clients500
DateMar 2014
Total AUM$113.4M
Discretionary$53.3M
Non-Disc.$60.1M
Employees6
Clients500
DateJan 2014
Total AUM$60.2M
Discretionary$17.4M
Non-Disc.$42.7M
Employees6
Clients500
DateOct 2013
Total AUM$60.2M
Discretionary$17.4M
Non-Disc.$42.7M
Employees6
Clients500
DateJun 2013
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees6
Clients500
DateMar 2013
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees6
Clients500
DateOct 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients600
DateOct 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients600
DateMar 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients600
DateApr 2011
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$9.3M
Discretionary$9.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$9.3M
Discretionary$9.3M
Non-Disc.$0
Employees5
Clients--