Attalus Capital, L.L.C. (Philadelphia)

Name: Attalus Capital, L.L.C.
Address: 2929 Arch Street, Philadelphia, PA, 19104
Telephone: 215-495-0800

Attalus Capital, L.L.C. is a large advisory firm based in Philadelphia. It manages $2.63 billion of regulatory assets for 107 client accounts. It has been registered with the SEC as an adviser since 2003.

Attalus Capital, L.L.C provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Attalus Capital, L.L.C: assets under management

The assets under management (AUM) of Attalus Capital, L.L.C. is $2.63 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 876% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.63 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.62 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Attalus Capital, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. 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.

Careers at Attalus Capital, L.L.C.

Michelle Cannarsa Egan has been acting as President since 1 Jan 1999. Patrick C. Egan 2007 Family Trust joined the executive team most recently as the Limited Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michelle Cannarsa Egan	Director	1 Jan 1999	25% - 50%	4361383
Patrick Charles Egan	Ceo	1 Jan 1999	75% - 100%	1260037
Mark Edward Gorman	Senior vice president and portfolio manager	1 Jan 2004	Other	4932760
Thomas Edward Hunter	Chief compliance officer	1 Sep 2004	Other	4935518
Lowell Robert Serhus	Managing director/portfolio manager	1 Feb 2006	Other	2748747
David Allen Russell	Managing director/portfolio strategist	1 May 2006	Other	1522984
Daniel Suro Kim	Managing director/corporate counsel/chief compliance officer	1 Jan 2007	Other	4895085
L.L.C. Attalus Capital Gp	General partner	1 Aug 2007	Other	20-8883932
Patrick C. Egan 2007 Family Trust	Limited partner	1 Nov 2007	Other	25-6911128

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Patrick Charles Egan	Managing member	1 Apr 2007	75% - 100%	1260037

Based in Philadelphia

The principal office where Attalus Capital, L.L.C. performs its advisory services is located at 2929 Arch Street, Philadelphia, PA 19104, 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 215-495-0800 or by fax 215-495-0801. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.attaluscapital.com.