ATWATER CAPITAL, LLC

CRD 299075File 801-121164

APPROVED

Custody

Filing as of Mar 19, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$491.5M

Above cohort median (national)

Discretionary AUM

$491.5M

Clients

13 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: May 7, 2021
Principal office: 3268 KAZAZ LANE, LOS ANGELES, CA, 90039
Phone: 310-384-2259
Website: https://atwater-capital.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $491.5M
Discretionary AUM: $491.5M
Non-discretionary AUM: $0
Discretionary accounts: 13
Non-discretionary accounts: 0
Total accounts: 13
AUM per client: $37.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	13	$491.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

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

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	7	6	decreased by1
Apr 1, 2026	Clients	14	13	decreased by1
Apr 1, 2026	AUM	$430,001,083	$491,461,508	increased by$61,460,425
Apr 1, 2026	Accounts	14	13	decreased by1
May 1, 2025 vs Oct 1, 2022	Employees	4	7	increased by3
May 1, 2025 vs Oct 1, 2022	Clients	10	14	increased by4
May 1, 2025 vs Oct 1, 2022	AUM	$137,520,351	$430,001,083	increased by$292,480,732
May 1, 2025 vs Oct 1, 2022	Accounts	10	14	increased by4
Aug 1, 2022	Employees	1	4	increased by3
Aug 1, 2022	AUM	$129,241,441	$137,520,351	increased by$8,278,910
Apr 1, 2022	AUM	$146,532,690	$129,241,441	decreased by$17,291,249
Jun 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ATWATER CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATWATER CAPITAL” 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.