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ATCAP PARTNERS, LLC
CRD 158214File 801-72617
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$195.5M
Below cohort median (national)
Discretionary AUM
$195.5M
Clients
349
349 accounts
Employees
26
Bottom 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 25, 2011
- Principal office
- 1445 RESEARCH BOULEVARD, #530, ROCKVILLE, MD, 20850
- Phone
- 866-842-3356
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $195.5M
- Discretionary AUM
- $195.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 349
- Non-discretionary accounts
- 0
- Total accounts
- 349
- AUM per client
- $560K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $4.5M |
| High net worth individuals | 192 | $138.2M |
| Pension and profit sharing plans | 5 | $24.9M |
| Individuals (other than high net worth individuals) | 150 | $27.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — WRAP FEE BASED ON PERCENTAGE OF ASSETS UNDER MANAGEMENT
- A percentage of assets under your management
Advisory activities
- Other
- Educational seminars
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 23 | 26 | increased by3 |
| May 1, 2026 | Clients | 233 | 349 | increased by116 |
| May 1, 2026 | AUM | $62,842,528 | $195,509,222 | increased by$132,666,694 |
| May 1, 2026 | Accounts | 233 | 349 | increased by116 |
| Apr 1, 2026 | Clients | 218 | 233 | increased by15 |
| Apr 1, 2026 | AUM | $62,948,000 | $62,842,528 | decreased by$105,472 |
| Apr 1, 2026 | Accounts | 220 | 233 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 37 | 218 | increased by181 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $39,336,579 | $62,948,000 | increased by$23,611,421 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 128 | 220 | increased by92 |
| Oct 1, 2022 | Employees | 9 | 23 | increased by14 |
| Oct 1, 2022 | AUM | $16,107,269 | $39,336,579 | increased by$23,229,310 |
| Oct 1, 2022 | Accounts | 37 | 128 | increased by91 |
| Apr 1, 2022 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2022 | Clients | 35 | 37 | increased by2 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ATCAP PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATCAP PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.