ATHOS PRIVATE WEALTH LLC

Overview

Athos Private Wealth LLC is an independent registered investment adviser that operates as a capital allocator for wealthy individuals, families and select institutional clients. The firm provides financial planning and portfolio management across individual and pooled vehicles, and also performs manager selection for third-party advisers. Athos acts as sponsor, general partner and managing member for pooled investment vehicles it runs, which indicates an active role in structuring and overseeing alternative funds alongside managing client accounts. Investment activity centers on a mix of public collective vehicles and private funds. Public mutual funds and other pooled public vehicles are the dominant sleeve within managed accounts, while the firm also places material capital into third‑party alternative managers and its own private funds. Fee arrangements include standard percentage-of-AUM billing and performance-based fees, consistent with managing incentive-aligned private offerings or specialized strategies. Athos is not positioned as an ESG-focused allocator and is registered with the SEC (registered in 2023). The adviser is organized as an LLC with individual ownership and reports advisory activity concentrated on financial planning; portfolio management for individuals/small businesses; portfolio management for pooled investment vehicles; and selection of other advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices