ATEGENOS CAPITAL, LLC
CRD #326708 SEC #801-128024 BERWYN, PA 1-800-461-3205
SEC Registered
Total AUM
$466.4M
Discretionary
$360M
Employees
16
Clients
1
Accounts
1,758
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COYNE, JOHN, EDWARD | I | CHAIRMAN | NA | Control |
| COYNE, JOHN, EDWARD | I | CHAIRMAN | NA | Control |
| COYNE, JOHN, EDWARD | I | CHAIRMAN | NA | Control |
| COYNE, JOHN, EDWARD | I | CHAIRMAN | NA | Control |
| COYNE, JOHN, EDWARD | I | CHAIRMAN | NA | Control |
| COYNE, JOHN, EDWARD | I | CHAIRMAN | NA | Control |
| COYNE, JOHN, EDWARD | I | CHAIRMAN | NA | Control |
| COYNE, JOHN, EDWARD | I | CHAIRMAN | NA | Control |
| MAGNOTTA, AMY, LYNN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MAGNOTTA, AMY, LYNN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MAGNOTTA, AMY, LYNN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MAGNOTTA, AMY, LYNN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MAGNOTTA, AMY, LYNN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MAGNOTTA, AMY, LYNN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MAGNOTTA, AMY, LYNN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MAGNOTTA, AMY, LYNN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MAGNOTTA, AMY, LYNN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MAGNOTTA, AMY, LYNN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MCCONNELL, BRENDAN, PATRICK | I | CHIEF OPERATING OFFICER | NA | Control |
| MCCONNELL, BRENDAN, PATRICK | I | CHIEF OPERATING OFFICER | NA | Control |
| MCCONNELL, BRENDAN, PATRICK | I | CHIEF OPERATING OFFICER | NA | Control |
| MCCONNELL, BRENDAN, PATRICK | I | CHIEF OPERATING OFFICER | NA | Control |
| MCCONNELL, BRENDAN, PATRICK | I | CHIEF OPERATING OFFICER | NA | Control |
| MCCONNELL, BRENDAN, PATRICK | I | CHIEF OPERATING OFFICER | NA | Control |
| MCCONNELL, BRENDAN, PATRICK | I | CHIEF OPERATING OFFICER | NA | Control |
| MCCONNELL, BRENDAN, PATRICK | I | CHIEF OPERATING OFFICER | NA | Control |
| MCCONNELL, BRENDAN, PATRICK | I | CHIEF OPERATING OFFICER | NA | Control |
| MCCONNELL, BRENDAN, PATRICK | I | CHIEF OPERATING OFFICER | NA | Control |
| MOORE, JASON, BRADFORD | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JASON, BRADFORD | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JASON, BRADFORD | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JASON, BRADFORD | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JASON, BRADFORD | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JASON, BRADFORD | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JASON, BRADFORD | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JASON, BRADFORD | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JASON, BRADFORD | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JASON, BRADFORD | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| RAUPP, JEFFREY, WILLIAM | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| RAUPP, JEFFREY, WILLIAM | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| RAUPP, JEFFREY, WILLIAM | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| RAUPP, JEFFREY, WILLIAM | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| RAUPP, JEFFREY, WILLIAM | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| RAUPP, JEFFREY, WILLIAM | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| RAUPP, JEFFREY, WILLIAM | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| RAUPP, JEFFREY, WILLIAM | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| RAUPP, JEFFREY, WILLIAM | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| RAUPP, JEFFREY, WILLIAM | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| COYNE, JOHN, EDWARD | I | CHAIRMAN | E | Control |
| COYNE, JOHN, EDWARD | I | CHAIRMAN | E | Control |
| 366, LLC | DE | SHAREHOLDER | D | Control |
| 366, LLC | DE | SHAREHOLDER | D | Control |
| 366, LLC | DE | SHAREHOLDER | C | Control |
| 366, LLC | DE | SHAREHOLDER | C | Control |
| 366, LLC | DE | SHAREHOLDER | C | Control |
| 366, LLC | DE | SHAREHOLDER | C | Control |
| 366, LLC | DE | SHAREHOLDER | C | Control |
| 366, LLC | DE | SHAREHOLDER | C | Control |
| 366, LLC | DE | SHAREHOLDER | C | Control |
| 366, LLC | DE | SHAREHOLDER | C | Control |
| ENVESTNET HOLDINGS, LLC | DE | SHAREHOLDER | C | |
| ENVESTNET HOLDINGS, LLC | DE | SHAREHOLDER | C | |
| ENVESTNET HOLDINGS, LLC | DE | SHAREHOLDER | C | Control |
| ENVESTNET HOLDINGS, LLC | DE | SHAREHOLDER | C | |
| ENVESTNET HOLDINGS, LLC | DE | SHAREHOLDER | C | Control |
| ENVESTNET HOLDINGS, LLC | DE | SHAREHOLDER | C | Control |
| ENVESTNET HOLDINGS, LLC | DE | SHAREHOLDER | C | Control |
| ENVESTNET HOLDINGS, LLC | DE | SHAREHOLDER | C | Control |
| ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | DE | SHAREHOLDER | B | |
| ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | DE | SHAREHOLDER | B | |
| ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | DE | SHAREHOLDER | B | |
| ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | DE | SHAREHOLDER | B | |
| ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | DE | SHAREHOLDER | B | |
| ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | DE | SHAREHOLDER | B | |
| ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | DE | SHAREHOLDER | B | |
| ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | DE | SHAREHOLDER | B | |
| ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | DE | SHAREHOLDER | B | |
| ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | DE | SHAREHOLDER | B | |
| ENVESTNET HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| ENVESTNET HOLDINGS, LLC | DE | SHAREHOLDER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| 366, LLC | DE | ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | E | Control |
| 366, LLC | DE | ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | E | Control |
| 366, LLC | DE | ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | E | Control |
| 366, LLC | DE | ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | E | Control |
| 366, LLC | DE | ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | E | Control |
| 366, LLC | DE | ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | E | Control |
| 366, LLC | DE | ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC | E | Control |
| BCPE PEQUOD BUYER, INC. | DE | ENVESTNET, INC | E | Control |
| BCPE PEQUOD INTERMEDIATE, LLC | DE | BCPE PEQUOD BUYER, INC. | E | Control |
| BCPE PEQUOD PARENT , INC. | DE | BCPE PEQUOD INTERMEDIATE, LLC | E | Control |
| BCPE PEQUOD TOPCO, LP | DE | BCPE PEQUOD PARENT , INC. | E | Control |
| COYNE, JOHN, EDWARD | I | 366, LLC | E | Control |
| COYNE, JOHN, EDWARD | I | 366, LLC | E | Control |
| ENVESTNET, INC | DE | ENVESTNET HOLDINGS, LLC | E | Control |
| ENVESTNET, INC | DE | ENVESTNET HOLDINGS, LLC | E | Control |
| ENVESTNET, INC | DE | ENVESTNET HOLDINGS, LLC | E | Control |
| ENVESTNET, INC | DE | ENVESTNET HOLDINGS, LLC | E | Control |
| ENVESTNET, INC | DE | ENVESTNET HOLDINGS, LLC | E | Control |
| ENVESTNET, INC | DE | ENVESTNET HOLDINGS, LLC | E | Control |
| ENVESTNET, INC | DE | ENVESTNET HOLDINGS, LLC | E | Control |
| BCPE PEQUOD INVESTOR, LP | DE | BCPE PEQUOD TOPCO, LP | D | Control |
| BAIN CAPITAL FUND XIII, L.P. | DE | BCPE PEQUOD INVESTOR, LP | C |
Registrations
Federal
IA
Sep 3, 2025 REGISTERED
Notice Filings (48)
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Address
1000 CHESTERBROOK BOULEVARDSUITE 102
BERWYN, PA 19312
United States
Phone: 1-800-461-3205