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ATCAP PARTNERS, LLC

CRD 158214File 801-72617
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 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 typeClientsAUM
Charitable organizations2$4.5M
High net worth individuals192$138.2M
Pension and profit sharing plans5$24.9M
Individuals (other than high net worth individuals)150$27.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.