Ategenos Capital, Llc
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 326708
· SEC file 801-128024
· Berwyn, PA
· www.acwealthpartners.com
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $1.1B
- Discretionary
- $859M
- Clients
- 428
- Avg AUM / client
- $2.5M
- Accounts
- 3,219
- Employees
- 13
AUM over time
$0
$1.1B
Dec 2022
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 271 | $102M | 9.53% |
| High net worth individuals | 98 | $266M | 24.9% |
| Pension and profit sharing plans | 57 | $81.7M | 7.64% |
| Other | 2 | $620M | 58.0% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brendan Patrick Mcconnell | Chief Operating Officer | May 2022 (4y) | Less than 5% | |
| John Edward Coyne | Chairman | May 2022 (4y) | Less than 5% | |
| Raupp, Jeffrey, William | Co Chief Investment Officer | May 2022 (4y) | Less than 5% | |
| Amy Lynn Magnotta | Co Chief Investment Officer | CFA | Oct 2022 (4y) | Less than 5% |
| Jason Bradford Moore | Chief Executive Officer And Chief Compliance Officer | Oct 2022 (4y) | Less than 5% | |
| William Thomas Cole | Registered representative | CFP CFA | Sep 2023 (3y) | |
| Michael John Kerr | Registered representative | CFA | Apr 2024 (2y) | |
| George Brooks Wrightnour | Registered representative | Sep 2024 (2y) | ||
| James Joseph Tracy | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 366, Llc | Shareholder | May 2022 | A | 25% – 50% |
| Envestnet Holdings, Llc | Shareholder | May 2022 | A | 25% – 50% |
| Ategenos Capital Management Aggregator, Llc | Shareholder | May 2022 | A | 10% – 25% |
| 366, Llc | Shareholder | May 2022 | B | ≈ 7.5% – 25% via Ategenos Capital Management Aggregator, Llc |
| Envestnet, Inc | Shareholder | Mar 2018 | B | ≈ 18.75% – 50% via Envestnet Holdings, Llc |
| Bcpe Pequod Buyer, Inc. | Equity Holder | Nov 2024 | B | ≈ 14.06% – 50% via Envestnet, Inc |
| Bcpe Pequod Intermediate, Llc | Equity Holder | Nov 2024 | B | ≈ 10.55% – 50% via Bcpe Pequod Buyer, Inc. |
| Bcpe Pequod Parent , Inc. | Equity Holder | Nov 2024 | B | ≈ 7.91% – 50% via Bcpe Pequod Intermediate, Llc |
| Bcpe Pequod Topco, Lp | Equity Holder | Nov 2024 | B | ≈ 5.93% – 50% via Bcpe Pequod Parent , Inc. |
| Bcpe Pequod Investor, Lp | Equity Holder | Nov 2024 | B | ≈ 2.97% – 37.5% via Bcpe Pequod Topco, Lp |
| Bain Capital Fund Xiii, L.P. | Equity Holder | Nov 2024 | B | ≈ 0.74% – 18.75% via Bcpe Pequod Investor, Lp |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- 366, Llc: 75% – 100% of Ategenos Capital Management Aggregator, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Envestnet, Inc: 75% – 100% of Envestnet Holdings, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Bcpe Pequod Buyer, Inc.: 75% – 100% of Envestnet, Inc × 75% – 100% of Envestnet Holdings, Llc × 25% – 50% direct ≈ 14.06% – 50% of the firm
- Bcpe Pequod Intermediate, Llc: 75% – 100% of Bcpe Pequod Buyer, Inc. × 75% – 100% of Envestnet, Inc × 75% – 100% of Envestnet Holdings, Llc × 25% – 50% direct ≈ 10.55% – 50% of the firm
- Bcpe Pequod Parent , Inc.: 75% – 100% of Bcpe Pequod Intermediate, Llc × 75% – 100% of Bcpe Pequod Buyer, Inc. × 75% – 100% of Envestnet, Inc × 75% – 100% of Envestnet Holdings, Llc × 25% – 50% direct ≈ 7.91% – 50% of the firm
- Bcpe Pequod Topco, Lp: 75% – 100% of Bcpe Pequod Parent , Inc. × 75% – 100% of Bcpe Pequod Intermediate, Llc × 75% – 100% of Bcpe Pequod Buyer, Inc. × 75% – 100% of Envestnet, Inc × 75% – 100% of Envestnet Holdings, Llc × 25% – 50% direct ≈ 5.93% – 50% of the firm
- Bcpe Pequod Investor, Lp: 50% – 75% of Bcpe Pequod Topco, Lp × 75% – 100% of Bcpe Pequod Parent , Inc. × 75% – 100% of Bcpe Pequod Intermediate, Llc × 75% – 100% of Bcpe Pequod Buyer, Inc. × 75% – 100% of Envestnet, Inc × 75% – 100% of Envestnet Holdings, Llc × 25% – 50% direct ≈ 2.97% – 37.5% of the firm
- Bain Capital Fund Xiii, L.P.: 25% – 50% of Bcpe Pequod Investor, Lp × 50% – 75% of Bcpe Pequod Topco, Lp × 75% – 100% of Bcpe Pequod Parent , Inc. × 75% – 100% of Bcpe Pequod Intermediate, Llc × 75% – 100% of Bcpe Pequod Buyer, Inc. × 75% – 100% of Envestnet, Inc × 75% – 100% of Envestnet Holdings, Llc × 25% – 50% direct ≈ 0.74% – 18.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Fidelity Brokerage Services $433M (41% of AUM) Mar 2026
- National Financial Services (Fidelity) $414M (39% of AUM) Mar 2026
- Charles Schwab & Co. $117M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗