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Atherean Asset Management LLC

Atherean Asset Management LLC. CRD 170857

A

CRD: 170857

Atherean Asset Management LLC

$8.9M Total AUM
$5.4M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Interactive Brokers
Clients
Retail and Institutional
Platforms
Available
Established Date
05-01-2014
Office Locations
1

Office Locations

196 W Ashland Street Doylestown PA

About Atherean Asset Management LLC

Atherean Asset Management is a research-focused, value-oriented manager offering long-only separately managed accounts tailored to each client’s risk tolerance, time horizon, and objectives, and managing the Atherean Value Fund, LP—a concentrated bottom-up value long/short equity portfolio with risk-arbitrage and trend-following sleeves. Serves retail and institutional clients (including accredited investors); SMA allocations are primarily via equity ETFs and public funds, with custody support including Schwab.

Team overview

46 AVG AGE
$8.9M AVG AUM / ADVISOR
$255.4K AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Accredited Investors

Available

Asset Classes

Available

Custodian

Available

Investment Themes

Available

Services

Available

Technology

Available

Owner & Executives

CHRISTOPHER MILNE GETHING JR.

CHRISTOPHER MILNE GETHING JR.

Chief Compliance Officer, Managing Member

CRD
#5143441
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $5,410,976 --
Non-Discretionary $3,526,398 --
Total $8,937,374 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Total Available Available

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