Investment adviser · CRD 140215

ATCAPITAL MANAGEMENT

Investment adviser filing (IA)

AT CAPITAL MANAGEMENT CORP.

DUBUQUE, IA, United States · Form ADV filed Mar 29, 2019

Regulatory AUM
$814M
Form ADV · Item 5.F
Client accounts
14
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Other investment advisersFewer than 5$791,710,51697.2%
High-net-worth individuals7$14,613,1951.8%
CharitiesFewer than 5$6,039,7080.7%
Retirement plansFewer than 5$1,481,6750.2%
IndividualsFewer than 5$538,9360.1%
Banks & thriftsFewer than 5$00.0%
Government entitiesFewer than 5$00.0%
Insurance companiesFewer than 5$00.0%
Sovereign wealth & foreign institutionsFewer than 5$00.0%
Corporations & businessesFewer than 5$00.0%
Filing source

Form ADV 1304589 · Mar 29, 2019 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 29, 2019. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

895 MAIN STREET
DUBUQUE, IA, 52001, United States

CRD 140215

Filing source

Form ADV 1304589 · Mar 29, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.