SourcingSourcing

ATW PARTNERS LLC

C24
CRD 283146·SEC 801-119219·NEW YORK, NY
AUM
$1.15B
$1B+
Est. Revenue
$11.5M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$27.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATW PARTNERS LLC
CRD
283146
SEC file #
801-119219
EIN
815269307
DBA names
—

Economics

AUM
$1.15B
AUM band
$1B+
AUM trajectory
'21'26
$219.7M → $1.15B▲ +424%
Client mix
Pooled Investment Vehicles39

Operations

Employees (total)
16
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'21'26
8 advisors → 8 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
linkedin.com/company/atw-partners-llc/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Ruiz-Gimenez, Antonio
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Ruiz-Gimenez, Antonio
PROPPER, KERRY, SCOT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:atw.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001698472
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2017-06-12
Edgar Last Filing Date
2017-06-12
Edgar Form D Count
1
Edgar Form D Offerings
2017-06-122017-06-12 · 0001698472-17-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo80
Equity Trust64
E*trade4
Edgar Addresses
Mailing
325 5TH AVENUE, APT. 38CNEW YORK, NY 10016
Business
325 5TH AVENUE, APT. 38CNEW YORK, NY 10016
Edgar EIN
815269307
Edgar Recent Filings
D2017-06-12 · 0001698472-17-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6624267
Trust Company Affiliate
No

People (3)

3
Ruiz-Gimenez, Antonio
Direct Owner · 62.5%
6624267
KERRY SCOT PROPPER
Direct Owner · 37.5%
2916505
GREGORY LEE FLORIO
Executive Officer · 2.5%
4126029