Atherean Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,571,665
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
32
19% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$142,865
About
Atherean Asset Management LLC is a small independent registered investment adviser that provides discretionary and non‑discretionary asset management and financial planning to separately managed account clients and acts as the investment manager for a private pooled vehicle, Atherean Value Fund, LP. Its client base includes individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts and other investment funds.
For separately managed accounts the firm combines strategic asset allocation, tactical adjustments and bottom‑up fundamental equity selection, typically using ETFs and individual securities with ongoing monitoring. For the pooled partnership it pursues a long‑biased equity core supplemented by a trading portfolio and a currency overlay—strategies that may include commodity ETFs/ETNs, options, leveraged positions and short exposure—reflecting a flexible, opportunistic approach to portfolio construction.
What is distinctive for a firm of this size is that it serves as both manager and sponsor of a private pooled fund, employs performance‑based compensation for that fund, and prepares and makes GIPS‑compliant performance reports available to prospective investors. The firm also discloses relationships with corporate and retirement‑plan clients and the principal’s outside seasonal tax‑preparation work and other business activities in its brochure.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Cross-border / expatriate tax planning
Fee options
Fixed annual fees for financial planning services, typically $1,000 to $2,500 annually
Partnership pays a 25% performance allocation on net annual capital appreciation above a 6% hurdle rate, subject to high water mark; no performance fees from separately managed accounts (SMA Clients)
Monthly subscription fee paid to SmartAsset Advisors, LLC for client referrals (paid by AAM, not clients)
Minimum fee: Financial planning fees typically between $1,000 and $2,500 annually; negotiable
Main office location
Atherean Asset Management LLC
101 Hudson Street, 21 St Floor
Jersey City NJ 07302, United States
Number of offices
3
Most active in
Atherean Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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