ATLATL ADVISERS
FEDENIA ADVISERS LLC Legal Name
Adviser information for ATLATL ADVISERS last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wisconsin, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 435 | $106.8M |
| Non-Discretionary | 64 | $16.3M |
| Total | 499 | $123.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 95 | $21.5M |
| HNW Individuals | 28 | $95.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $1.6M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 2 | $4.2M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-129418 |
|---|---|
| SEC ERA File Number | 801-129418 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284036 |
| Legal Entity Identifier | None |
Principal Office
2921 LANDMARK PLACESTE 501
MADISON
WI
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: (608) 351-4500, Fax: None
Chief Compliance Officer
ROSS FEDENIA
PRINCIPAL
2921 LANDMARK PLACE
STE 501
MADISON
WI
United States
Tel:
(608) 351-4500
R***********@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FEDENIA, ROSS, ALEXANDER | Individual | – | CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER | 11/2021 | > 75% |
| FEDENIA, MARK, ALEXANDER | Individual | – | DIRECTOR OF INVESTMENTS | 11/2021 | < 5% |