ATCAP PARTNERS, LLC

Latest filing: Mar 25, 2025 (77 days ago)

View on IAPD

Adviser Website

AUM

$62,948,000

-25% change vs. 1 year ago

291% change vs. 3 years ago

425% change vs. 5 years ago

0% change vs. 10 years ago

Employee Count

0% change vs. 1 year ago

156% change vs. 3 years ago

130% change vs. 5 years ago

188% change vs. 10 years ago

Main Office

ROCKVILLE, MD

1445 RESEARCH BOULEVARD, ROCKVILLE, MD, UNITED STATES, 20850

Client AUM

Discretion	AUM
Discretionary	$0.1
Non-Discretionary	$0.0
Total	$0.1

Client	AUM
Retail	$0.1
Pooled	$0.0
Institutional	$0.0
Total	$0.1

Retail	Accounts	AUM
Individual	90	$0.0
Average Individual AUM		$205,189
HNW	128	$0.0
Average HNW AUM		$347,508
Retail Total	218	$0.1
Average Retail AUM		$288,752

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian	Location	AUM
NATIONAL FINANCIAL SERVICES LLC	BOSTON-MA-USA	$0.0

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown	AUM
Total SMA AUM	$0.1
Retail SMA AUM	$0.1
Institutional SMA AUM	$0.0

Asset Class	%	AUM
Equity Exch	30%	$0.0
Equity Non-Exch	0%	$0.0
Govt Agency	10%	$0.0
Municipal	0%	$0.0
Sovereign	0%	$0.0
IG Credit	0%	$0.0
HY Credit	0%	$0.0
Derivatives	0%	$0.0
Investment Companies	60%	$0.0
Other Pools	0%	$0.0
Cash	0%	$0.0
Other	0%	$0.0
Total	100%	$0.1

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates	AUM	Business Types	CRD Number
INNOVATION X ADVISORS, LLC	$1.8		322292
ADVISORS PREFERRED LLC	$1.7		157980
CEROS VERMOEGENSVERWALTUNG AG	$0.0	broker-dealer	-
CEROS FINANCIAL SERVICES, INC.	$0.0	broker-dealer	37869

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

9 active

Name	Title
AYERS-RIGSBY, MARY, CATHERINE IAPD Broker	CEO
HOLLAND, ANGELA, LYNNETTE IAPD Broker	CCO
GOLDWASSER, MARK, HARRY IAPD Broker	OWNER
BROWN, DAVID, PETER IAPD Broker	OWNER
DEWEY, CHRISTOPHER, CLAIBORNE IAPD Broker	OWNER
GOLDWASSER, DIRK, DAVID IAPD Broker	OWNER

ADVDB.CO • SOURCE: SEC

Representatives

21 active representatives found, showing 20 random

Name	City	State	Exams	Designations
MICHAEL CASSELLA	ROCKVILLE	MD	S63\|2020-05-19\|S66\|2023-12-05
DANIEL FRED	ROCKVILLE	MD	S63\|1996-10-21\|S66\|2016-08-11
DONNA MCGILL	ROCKVILLE	MD	S66\|2015-09-25
CARTER MANSBACH	ROCKVILLE	MD	S63\|1993-10-11\|S65\|2016-02-13
IAN NAISMITH	ROCKVILLE	MD	S65\|1998-09-17
CAROL ZELENKE	ROCKVILLE	MD	S66\|2017-01-04
KENNETH DREKOU	ROCKVILLE	MD	S63\|1994-12-27\|S65\|2002-02-14
DANIEL WILSON	ROCKVILLE	MD	S66\|2017-06-29
ERIC HILDERBRAND	ROCKVILLE	MD	S63\|1996-06-10\|S65\|2015-12-02
DAMIAN DEFEX	ROCKVILLE	MD	S63\|1994-05-26\|S66\|2016-03-05
ANDREW MASSARO	ROCKVILLE	MD	S63\|2016-06-03\|S65\|2018-03-26
KEVIN SMITH	ROCKVILLE	MD	S63\|2007-09-25\|S66\|2017-04-13
GIANCARLO CAPPIELLO	ROCKVILLE	MD	S66\|2024-03-16
MARC GOLDSTEIN	ROCKVILLE	MD	S63\|1992-11-10\|S65\|2008-11-13
NICHOLAS SCATURRO	ROCKVILLE	MD	S66\|2018-10-29
JAMES LOMBARDO	ROCKVILLE	MD	S63\|1994-03-23\|S65\|2015-11-13
JOSEPH VARVARA	ROCKVILLE	MD	S63\|2005-10-10\|S66\|2007-08-22
JEAN COCINESCU	ROCKVILLE	MD	S66\|2016-07-09
JESSE WEISSBERGER	ROCKVILLE	MD	S63\|2005-06-29\|S65\|2008-04-15
BRENNEN GERHART	ROCKVILLE	MD	S63\|2012-02-23\|S66\|2013-07-10	CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date	AUM	AUM ∆	AUM % ∆	Empl	Empl ∆	Empl % ∆
2025-05-02	$0.1	$0.0	0%	23	0	0%
2025-04-21	$0.1	$0.0	0%	23	0	0%
2024-04-02	$0.1	$0.0	-25%	23	0	0%
2023-04-04	$0.1	$0.0	-17%	23	0	0%
2022-04-01	$0.0	$0.0	291%	9	14	156%
2021-04-05	$0.0	$0.0	309%	10	13	130%
2020-04-01	$0.0	$0.1	425%	10	13	130%
2019-04-01	$0.0	$0.0	384%	10	13	130%
2018-04-02	$0.0	$0.0	80%	9	14	156%
2017-04-01	$0.0	$0.0	90%	7	16	229%
2016-04-01	$0.0	$0.0	0%	7	16	229%
2015-04-01	$0.0	$0.0	0%	8	15	188%
2014-04-01	$0.0	$0.0	0%	6	17	283%
2013-04-01	$0.0	$0.0	0%	5	18	360%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS

MD, AL-10/26/2022, AZ-10/11/2022, CT-08/24/2022, FL-02/18/2016, GA-10/11/2022, IL-10/17/2022, MA-10/26/2022, MD-07/25/2011, ME-03/29/2019, NC-10/11/2022, NJ-12/21/2016, NY-02/18/2016, OH-10/11/2022, PA-10/19/2022, TN-10/11/2022, TX-02/18/2016, VA-03/29/2019

ADVISER ACTIVITIES

FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
MARKET TIMING
EDUCATIONAL WORKSHOPS

OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV