Athos Private Wealth LLC
Athos Private Wealth LLC is a private investment fund based in Holladay, Utah. According to its most recent Form D, filed May 10, 2024, it has sold $2,435,000 of interests to 39 investors since its first sale in Feb 2021. The minimum investment it accepts from an outside investor is $50,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Robert Shattuck.
- Total raised
- $2,435,000Cumulative sales reported on Form D
- Investors
- 39
- First sale
- Feb 19, 2021
- Minimum investment
- $50,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Robert Shattuck
- Latest Form D
- May 10, 2024
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Athos Private Wealth LLC
What is the minimum investment for Athos Private Wealth LLC?
According to its latest Form D, filed May 10, 2024, the minimum investment Athos Private Wealth LLC accepts from an outside investor is $50,000.
Who can invest in Athos Private Wealth LLC?
Athos Private Wealth LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Athos Private Wealth LLC raised?
Athos Private Wealth LLC reports $2,435,000 sold from 39 investors on its Form D filed May 10, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Athos Private Wealth LLC based?
Athos Private Wealth LLC is based in Holladay, Utah.
When did Athos Private Wealth LLC launch?
Athos Private Wealth LLC reports its first sale in Feb 2021.
Size compared with every private investment fund
Raised more than 66% of the 197 private investment funds based in Utah, and more than 23% of all 10,270 that report sales.