Ategra Capital Management, LLC

RIASEC RegisteredEst. 2018

Total AUM

$190M

Discretionary

$190M

100% of AUM

Avg account

$95.1M

Accounts

2

Employees

5

Advisory reps

9

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

FINTRX

Overview

Ategra Capital Management, LLC is a privately owned, SEC-registered investment manager (registered in 2018) that operates as a hedge-fund manager and commodity pool/CTA. The firm primarily serves institutional clients and combines traditional percentage-of-AUM billing with performance-based fees. Its stated advisory activity focuses on portfolio management for pooled investment vehicles, and the firm also serves in sponsor/GP/managing-member roles for those vehicles. Ategra is not identified as an active ESG investor and is not classified as a dedicated capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Contacts

3 of 9

Jonathan Holtaway
PresidentCRD 4626588
Carl Biggs
DirectorCRD 7351029
Robert Sigal
AdvisorCRD 8054198

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$19.7M in ETFs

Passive

100%

$19.7M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$10.1M	14,724	51.34%

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Primary office

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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