Investment adviser · CRD 132909

ATHENA ASSET MANAGEMENT & RESEARCH, LLC

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Dec 20, 2012

Regulatory AUM
$20M
Form ADV · Item 5.F
Client accounts
15
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

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: Dec 20, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

555 CALIFORNIA STREET, 3RD FLOOR
SAN FRANCISCO, CA, 94104-1503, United States

CRD 132909

Filing source

Form ADV 687347 · Dec 20, 2012 · 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.