Athena Global Investors, LLC (Reston)

Name: Athena Global Investors, LLC
Address: One Freedom Square, Reston, VA, 20190
Telephone: 571-267-7072

Athena Global Investors, LLC is a mid-sized advisory firm based in Reston. It manages $31.53 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Virginia.

Athena Global Investors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Athena Global Investors: assets under management

The assets under management (AUM) of Athena Global Investors, LLC is $31.53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.53 million each.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Athena Global Investors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Athena Global Investors serves?

The only and largest group of clients of Athena Global Investors is high net worth individuals with 1 clients and $31.53 million of assets under management. Among the 1 most similar advisory firms, Athena Global Investors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $31.53 million for 1 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Athena Global Investors doesn't advise any private funds.

Careers at Athena Global Investors, LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Karen Anne Miller	Managing partner	1 Mar 2009	75% - 100%	4391119
James Christopher Burkhardt	Chief compliance officer	1 Jul 2013	Other	0002

Based in Reston

The principal office where Athena Global Investors, LLC performs its advisory services is located at One Freedom Square, Reston, VA 20190, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 571-267-7072. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at athenaglobalinvestors.com.