RIA Intel›Advisers›New Jersey›ATHEREAN ASSET MANAGEMENT LLC

ATHEREAN ASSET MANAGEMENT LLC

Advisory

JERSEY CITY, NJ

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$194K

across 46 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$5M

Non-Discretionary AUM$4M

Discretionary %60.5%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

35 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

BLUEVINE ADVISORY LLC

JERSEY CITY, NJ

$9M

HAWKEYE INVESTMENT MANAGEMENT LLC

$9M

PALMERTON FINANCIAL SERVICES, LLC

$9M

KASPIAN WEALTH MANAGEMENT LLC

WOODCLIFF LAKE, NJ

$9M

GA ADVISORS LLC

$9M

PARISI CAPITAL LLC

$9M

Get the full picture on ATHEREAN ASSET MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ATHEREAN ASSET MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans