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 12/31/09 to 06/30/20. The fund's latest filing disclosed 610MM in positions, representing 10% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 06/30/20. The fund's latest filing disclosed 610MM in positions, representing 10% of the manager's regulatory AUM.
ATHENA CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
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
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 |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| 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...
Unlock Full Investment Process Description
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.
{00288706}12
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...
Unlock Full Investment Process Description
ATHENA CAPITAL Portfolio Concentration
ATHENA CAPITAL Location
55 OLD BEDFORD RD
SUITE 302
LINCOLN, Massachusetts
UNITED STATES, 01773
SUITE 302
LINCOLN, Massachusetts
UNITED STATES, 01773
ATHENA CAPITAL Contact Information
Phone Number: 781-274-9300
Fax Number: 781-274-9190
Website: null
Fax Number: 781-274-9190
Website: null
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