Investment adviser · CRD 173562

ATHENA LEADERSHIP CORP.

Investment adviser filing (IA)

SACRAMENTO, CA, United States · Form ADV filed Feb 29, 2016

Regulatory AUM
$2.5K
Form ADV · Item 5.F
Client accounts
2
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

1 Private fund

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

ATHENA LEADERSHIP FUND LPHedge Fund · Last reported Feb 29, 2016$35KGross asset value
Fund administrator YULISH & ASSOCIATES SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian M.S. HOWELLS SCOTTSDALE, Arizona, United States Related to adviser: No
Prime broker M.S. HOWELLS SCOTTSDALE, Arizona, United States
Provider details
Annual audit
No
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-9590363539
Reported beneficial owners
2
Minimum commitment
$100K

Form ADV 984103 · Feb 29, 2016 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Feb 29, 2016. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

1029 J STREET, SUITE 130
SACRAMENTO, CA, 95814, United States

CRD 173562

Filing source

Form ADV 984103 · Feb 29, 2016 · 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.