$343.5M Total AUM
$343.5M Disc. AUM
-- 3Y CAGR
8 Employees
246 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- EagleVertex insight +more
- Established Date
- 01-13-2020
- Office Locations
- 1
Office Locations
3900 E VIA Palomita Tucson AZ
About Attessa Capital LLC
Attessa Capital is a fee-only RIA providing institutional-style investment management for retail and institutional clients. The firm allocates across global equity, fixed income, and alternative markets using relative-value research to target long-term, risk-adjusted returns, with an emphasis on capital preservation in severe drawdowns. It takes no third-party compensation and highlights cost-aware implementation. Custodied at Schwab.
Team overview
34 AVG AGE
$42.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
3.7 yrs AVG TENURE
8 Employees
8 Advisory Reps
8 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Radial timber Capital Focus matrix Vital Harbor momentum Element summit Oak Fusion peak Ridge fusion Alpha
Custodian
Harbor Atlas Pathway zenith Ridge Vertex Horizon Bridge delta Radial capital Signal quantum Optima Glacier
Fund Managers
Eagle vertex Timber catalyst
Investment Themes
Peak summit Vector capital Frontier bridge
Investment Vehicles
Quantum
Services
Glacier beacon Glacier Beacon bridge Frontier crest Horizon foundation Crest pathway Atlas
Technology
Glacier unison Unison radial North delta
Owner & Executives
ALEC SCOTT BERENS
PARTNER
- CRD
- #6504172
- Ownership
- 25% but less than 50%
(482) 369-1149
element.alpha@quantumcapital.com
in linkedin.com/in/unison-signal
JAMES ANDREW GOOD
Managing Director, Partner
- CRD
- #6612231
- Ownership
- 25% but less than 50%
(691) 909-9156
crest.vital@valuecapital.com
in linkedin.com/in/radial-atlas
E
Ember bridge
Catalyst pathway
- CRD
- #47162
- Ownership
- 13.0%
(264) 651-8465
capital.quantum@peakcapital.com
in linkedin.com/in/pathway-vital
Showing 2 of 4 owners & executives
Unlock allContacts
C
CHRISTOPHER JOHN CAMPISANO
Associate
- CRD
- #1048160
(806) 699-9965
matrix.vector@quantumcapital.com
in linkedin.com/in/zenith-crest
G
Gabriela Marisol Ramos
--
- CRD
- #7731006
(608) 242-4947
atlas.unison@signalcapital.com
in linkedin.com/in/value-crest
I
Insight vital
Delta wave meridian
- CRD
- #28956
(573) 429-2998
foundation.pioneer@vectorcapital.com
in linkedin.com/in/focus-pioneer
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $343,547,948 | $491,485 |
| Non-Discretionary | $0 | -- |
| Total | $343,547,948 | $491,485 |
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Separately Managed Accounts
Total SMA Asset: $343,547,948
Public Funds:
15.3% Private Funds:
18.0% U.S. Government/Agency:
30.1% Equity - Exchange:
10.5% Cash:
26.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,001,971,015 | 15.3% |
| Private Funds | $1,178,789,429 | 18.0% |
| U.S. Government/Agency | $1,971,197,879 | 30.1% |
| Equity - Exchange | $687,627,167 | 10.5% |
| Cash | $1,709,244,673 | 26.1% |
| Total | $6,548,830,163 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL ZENITH MATRIX | HORIZON ZENITH | 3III06LGM | CRBEO | 4.11% | $80,532,185 |
| ZENITH VALUE VECTOR | PIONEER ALPHA | 563VZIXJN | BYH | 1.42% | $98,488,439 |
| SIGNAL DELTA PATHWAY | ATLAS QUANTUM | X1XKWL3R3 | BPJDQ | 1.67% | $30,233,632 |
| RADIAL RIDGE BRIDGE | ZENITH EMBER | 3WWMLB0GP | LXWKX | 5.15% | $6,440,721 |
| FOCUS BRIDGE | FOUNDATION QUANTUM | LD53LPFEX | IQCS | 8.75% | $30,494,503 |
| OAK SUMMIT | FOCUS VERTEX | GWS5FTZ1L | JHUXW | 1.69% | $54,688,559 |
| CREST OAK UNISON | MATRIX MOMENTUM | ZL6IKDCWV | KTQF | 9.98% | $65,638,789 |
| VERTEX VALUE | FOCUS DELTA | 20P66YEIZ | SHGF | 5.43% | $13,389,336 |