Atcap Partners, LLC

Atcap Partners, LLC (CRD# 158214) is a financial advisory firm headquartered in Rockville, MD. They manage $84,248,693 in 288 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
1445 Research Boulevard, #530, Rockville, MD 20850
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $292,530
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CT, FL, GA, IL, MA, MD, ME, NC, NJ, NY, OH, PA, TN, TX, VA

Financial Advisors at Atcap Partners, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Michael Cassella, financial advisor Rockville MD
Michael J. Cassella
CRD#: 2506938
1445 Research Boulevard, #530, Rockville, MD 20850

Michael Cassella (CRD# 2506938) is an Investment Advisor Representative working at Atcap Partners, LLC in Rockville, MD and has over 3 years of experience in the finance industry.

12
Jean Cocinescu, financial advisor New York NY
Jean G. Cocinescu
CRD#: 5497924
80 Broad Street, 29th Floor, New York, NY 10004

Jean Cocinescu (CRD# 5497924) is an Investment Advisor Representative working at Atcap Partners, LLC in New York, NY and has over 7 years of experience in the finance industry.

13
Joseph Varvara, financial advisor Staten Island NY
Joseph Varvara
CRD#: 4988088
Staten Island, NY

Joseph Varvara (CRD# 4988088) is an Investment Advisor Representative working at Atcap Partners, LLC in Staten Island, NY and has over 18 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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