There is insufficient data to calculate a profile for ATHENA CAPITAL ADVISORS LLC. Symmetric profiles are based upon 13-F filings, which all hedge funds with over a 100MM in AUM are required to disclose with the SEC. As part of the filing, funds are required to disclose equity long positions in their portfolio. The absense of any long equity positions or insignificant AUM may be a few reasons for the lack of data on this fund.

ATHENA CAPITAL Overview

Athena Capital Advisors Llc is an investment advisor that manages 5.9 BN dollars in regulatory AUM and has 47 employees, of which 29 perform investment advisory functions.

The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.

ATHENA CAPITAL StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

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ATHENA CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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ATHENA CAPITAL Founders and Key Employees

Name Title In Position Since
Lisette S. Cooper Founder, Ceo, Cio December-2007
Leonard L. Lewin Managing Partner & President, General Counsel January-2010
Anne Marie Towle Managing Partner January-2010
David S. Lynch Managing Partner January-2010
Zung T. Nguyen Managing Director January-2013
Dana K. O'Brien Vp Legal Affairs, Chief Compliance Officer January-2015
Katharine M. Huntington Managing Director February-2015
John H. Tyler Managing Director February-2015

ATHENA CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
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Auditor Pro
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Custodian Pro
Custodian Pro
Prime Broker Pro

ATHENA CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Strategic Asset Allocation:


ACA builds investment portfolios that are based on long-term strategic asset allocations that seek to:

 Achieve ACA’s target investment return while balancing risk, return and minimizing
taxes;
 Be robust under foreseeable economic circumstances;
 Be well-diversified by type of market exposure and manager strategy; and
 Incorporate both historical and forward-looking expectations of asset and sub-asset class risk/return characteristics.

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Strategic target allocations serve as the foundation to managing client portfolios, but are just a starting point. Client portfolios often vary from strategic targets based on tactical shifts (as discussed below) or client-directed tilts to the portfolio.

Tactical Asset Allocation:


ACA seeks to enhance client portfolio returns by tac...
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ATHENA CAPITAL Portfolio Concentration

ATHENA CAPITAL Location


ATHENA CAPITAL Contact Information

Phone Number:
Fax Number:
Website:

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