A complete list of active advisors currently associated with Atherean Asset Management LLC

Warmer can help you find a great advisor at Atherean Asset Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Atherean Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.