ATEGRA CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- VIENNA, Virginia
- CRD number
- 164245
- Registered since
- April 13, 2018
- Website
- www.ategracapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Ategra Capital Management, LLC is a privately owned hedge-fund-style adviser organized as an LLC and SEC-registered since 2018. It serves institutional clients and operates as a commodity pool operator/commodity trading adviser and as sponsor/GP/managing member for pooled investment vehicles, providing portfolio management for those pooled vehicles. The firm charges asset-based fees plus performance fees and does not describe itself as an active ESG investor. FINTRX marks the owner type as individual and indicates the adviser is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9JONATHAN HOLTAWAY
PresidentCRD 4626588
CARL BIGGS
DirectorCRD 7351029
Robert Sigal
AdvisorCRD 8054198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$19.2M in ETFs
100%
$19.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $9.1M | 15,839 | 47.60% |
Location
VIENNA, VA
FAIRFAX
Location
VIENNA, VA
Headquartered in VIENNA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 8229 Boone Blvd
- Time zone
- ET (UTC-5)
- Office locations
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