RIA Intelligence

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

AUM Over Time

DateSep 2025
Total AUM$466.4M
Discretionary$360M
Non-Disc.$106.5M
Employees16
Clients1
DateMar 2025
Total AUM$466.4M
Discretionary$360M
Non-Disc.$106.5M
Employees16
Clients1
DateJan 2025
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees16
Clients0
DateDec 2024
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees16
Clients0
DateSep 2024
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees16
Clients0
DateJun 2024
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees12
Clients0
DateJan 2024
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees12
Clients0
DateSep 2023
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees12
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0