ATKINS AND ASSOCIATES LLC

Adviser information for ATKINS AND ASSOCIATES LLC last updated from Form ADV on February 12th, 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 Illinois, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
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

Services

Advisory Services
Compensation
Other Business Activities Commodity pool operator or commodity trading advisorInsurance broker or agent

Identifiers

SEC RIA File Number 802-76978
SEC ERA File Number 802-76978
SEC CIK Numbers None
SEC CRD Numbers 164879
Legal Entity Identifier None

Principal Office

117 W. MAIN STREET
CARY
IL
United States
Monday - Friday, 7AM TO 5PM
Tel: 847-639-7830, Fax: 847-639-7831

Chief Compliance Officer

BRIAN ATKINS
MANAGING MEMBER
117 W. MAIN STREET
CARY
IL
United States
Tel: 847-639-7830
Fax: 847-639-7831
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
GLOBAL CURRENCY RESERVE LP Hedge Fund $5.0M $0.1M 65

Control Persons

Name Type Entity Title Since Ownership
ATKINS, BRIAN, WILLIAM Individual MANAGING MEMBER 11/2011 > 75%

No. Employees, Historic

0002020202120222023202420250 on 3/24/20200 on 3/30/20210 on 3/24/20220 on 2/15/20230 on 2/12/2024