The ATHOS PRIVATE WEALTH is a privately held investment adviser that advises $268.49mn in regulatory assets under management held in 3 SEC fund types across 5 investment strategies. ATHOS PRIVATE WEALTH is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 1,511.89% over the last 5-years.
The Group has been registered with the SEC for 3.27 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4725 S HOLLADAY BLVD SUITE 130, HOLLADAY, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 4 investment and 3 non-investment staff. The total number of Employees increased by 250% over the last 5-years.
Their $268.49mn in assets advised are owned by 29 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $175.23mn or 65.26% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $76.6mn or 28.53% of Total Assets.
The Group's top investment strategies include Traditional LBO, Early Stage and FI/Credit - Diverse, representing 37.71%, 28.76% and 19.97% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 3 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 8 private funds with $17.61mn in assets.
The Group discloses advisory fees, management fees and performance-based fees.
ATHOS PRIVATE WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.