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.
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 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.
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.
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.