SourcingSourcing

ATCAP PARTNERS, LLC

B51
CRD 158214·SEC 801-72617·ROCKVILLE, MD
AUM
$195.5M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$587K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATCAP PARTNERS, LLC
CRD
158214
SEC file #
801-72617
EIN
992756834
DBA names
—

Economics

AUM
$195.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$13.0M → $195.5M▲ +1404%
Client mix
Individuals High Net Worth192
Individuals Other150
Pension Profit Sharing Plans5
Charitable Organizations2

Operations

Employees (total)
26
Advisory staff (per ADV)
23
Advisory staff (5-yr trend)
'20'26
5 advisors → 23 advisors▲ +360%
Primary office
ROCKVILLE MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADVISORS PREFERRED HOLDING, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ADVISORS PREFERRED HOLDING, LLC
AYERS-RIGSBY, MARY, CATHERINE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
25,180
Form 5500 Compensation Trajectory 3y
202525,180
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
25,180
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002028821
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-07-02
Edgar Last Filing Date
2024-07-02
Edgar Form D Count
1
Edgar Form D Offerings
2024-07-022024-07-02 · 0002028821-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
25
Bc Firm Active IA Count
25
Bc Firm IAR Count
25
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
1445 RESEARCH BOULEVARDSUITE 530ROCKVILLE, MD 20850
Business
1445 RESEARCH BOULEVARDSUITE 530ROCKVILLE, MD 20850
Edgar EIN
992756834
Edgar Recent Filings
D2024-07-02 · 0002028821-24-000001
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (26)

26
HOLLAND, ANGELA, LYNNETTE
IAR · Executive Officer · 2.5%
3166586
MARY CATHERINE AYERS-RIGSBY
Executive Officer · 2.5%
830349
DONNA MARIE MCGILL
IAR
5149681
STEPHEN GREGORY MAREK
IAR
2458841
KENNETH DREKOU
IAR
2419104
MARC LESTER GOLDSTEIN
IAR
2142352
MATTHEW THOMAS HOESLY
IAR
5090021
DANIEL JOHN FRED
IAR
2757868
JAMES VINCENZO LOMBARDO
IAR
2423097
BRIAN TODD COHEN
IAR
4482183
NICHOLAS JAMES SCATURRO
IAR
6783933
DAMIAN HUMBERTO DEFEX
IAR
2383656
MICHELLE LOUISE HOESLY
IAR
854704
KEVIN ROBERT SMITH
IAR
5224975
ANDREW P MASSARO
IAR
6551913
Sara Alluisi Galvin
IAR
5231759
CAROL JACQUELYN ZELENKE
IAR
5423547
JOSEPH VARVARA
IAR
4988088
ANTHONY G LOGIUDICE
IAR
6891739
ERIC ROBERT HILDERBRAND
IAR
2672274
FARREL ALAIN LIGER
IAR
6145961
MICHAEL JOHN CASSELLA
IAR
2506938
JEAN GABRIEL COCINESCU
IAR
5497924
Daniel Wilson
IAR
6763074
JESSE L WEISSBERGER
IAR
2328980
CARTER DAVID MANSBACH
IAR
2275878