PARTHENON ATHENA ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
336505
Registered since
May 9, 2025

Firm profile

FINTRX

Overview

Parthenon Athena Advisors LLC is a small, SEC-registered limited liability company that functions primarily as a sponsor, general partner and managing member of pooled investment vehicles. The firm is organized to run private fund strategies rather than provide traditional retail or separately managed account advisory services. Its registration activity appears recent (SEC registration listed for 2025), but the firm is reported as operating through pooled vehicles rather than as a multi-state retail adviser or an active ESG manager. Given the firm's listed role as sponsor and GP, its investment activity centers on managing a private hedge fund and the attendant capital-raising, governance and portfolio-management responsibilities that come with that structure. That setup implies a focus on alternative strategies and manager-level decision-making rather than broad-based wealth management for individual clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • ARTH PATEL

    Registered RepresentativeCRD 6706018

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
222 Lakeview Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth