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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 9, 2019
    • $5.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 429
      Accounts
    • $13.6M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

16

name start date
Alex Matthew Paul
May 2011
Ryan Thomas Little
October 2015
Katherine Duffy Burke
October 2012
Katharine Marshall Huntington
May 2009
Douglas Matthew Cohen
August 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Athena Alpha Investors Gp LLC -- --
    Athena Catholic Values Gp LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Bethanie B Bullock Managing Director February, 2018 less than 5%
      Todd Adam Burchett Managing Director April, 2017 less than 5%
      Douglas Matthew Cohen Managing Director April, 2017 less than 5%
      Amy Carpenter Spector Chief Financial Officer February, 2017 less than 5%
      Leonard Lawrence Lewin Vice Chairman, Managing Partner, General Counsel, Chief Compliance Officer July, 2015 less than 5%
      Alex Matthew Paul Managing Director February, 2017 less than 5%
      Erick Roscoe Rawlings Managing Director February, 2017 less than 5%
      Tyler Perry Rodday Managing Director February, 2017 less than 5%
      William F Mccalpin Managing Partner November, 2016 less than 5%
      Lisette Scott Cooper Founder, Managing Partner, Chief Investment Officer December, 2007 less than 5%
      John Howard Tyler Managing Director February, 2015 less than 5%
      Katharine Marshall Huntington Managing Director February, 2015 less than 5%
      Anne Marie Towle Managing Partner January, 2010 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees