Atcap Partners, LLC is a related adviser based in Rockville. It manages $13 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Florida, Maine, Maryland, and 4 other states.
Atcap Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, market timing services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Atcap Partners, LLC is $13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Atcap Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Markus Nmn Ross is high net worth individuals with 5 clients and $7 million of assets under management. Among the 0 most similar advisory firms, Atcap Partners has the 0th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $13 million for 51 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Atcap Partners doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Markus Nmn Ross has been acting as President since 1 Apr 2011. Llc Advisors Preferred Holding joined the executive team most recently as the Owner Of Atcap Partners, Llc.
The principal office where Atcap Partners, LLC performs its advisory services is located at 1445 Research Boulevard, Rockville, MD 20850, which is also the mailing address of the firm. An additional office of the firm is in Marlton, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-842-3356 or by fax 301-424-3817. The normal business hours are 8 am -- 5 pm on Monday - Friday.