ATHOS Private Wealth, a multi-family office firm in Holladay, Utah, was established in 2020. Its clients are businesses, charitable organizations, estates, trusts, families and high-net-worth individuals, to whom it provides investment advisory services. The firm's investment portfolio stood at $139 million on May 15, 2024, placed in private equity, real estate and further alternative asset categories. Discretionary assets are valued at $102.95 million. Private equity investments include venture capital strategies, growth expansion, buyouts and diversified private equity. The executive management team governs the investments, with Co-Founder Mr. Robert Shattuck serving as Chief Executive Officer.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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