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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

ATEGRA CAPITAL MANAGEMENT, LLC

CRD 164245

VIENNA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2bc9f65b-e620-7314-bd25-6e3c894e89a5

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 6
On other graphs: 0
Observed: Mar 13, 2018 to Mar 4, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $190MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $190M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $31.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
SEC number: 801-112827
CRD: 164245
Filings on the tape: 12
First filed: Mar 13, 2018
Latest filed: Mar 4, 2026
Organised: Limited Liability Company, DE
Website: ategracapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JONATHAN DAVID HOLTAWAY	n/a	VIENNA, VA	8	21	n/a	no
JACQUES [NMN] REBIBO	n/a	VIENNA, VA	8	38	n/a	no
Kristyna Nepivodova	n/a	Vienna, VA	7	11	n/a	no
Dolan Fitzgerald	n/a	Vienna, VA	7	10	n/a	no
Sarah Hearton	n/a	VIENNA, VA	3	15	n/a	no
MICHAEL JAMES REBIBO	Certified Financial Planner	VIENNA, VA	2	36	2	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ATEGRA COMMUNITY FINANCIAL INSTITUTION FUND, LP	Hedge Fund	$82.0M	Jul 24, 2024	79	Jan 10, 2017	reported	021-127415
ATEGRA LS500, LP	Hedge Fund	$35.2M	Jul 24, 2024	36	Mar 28, 2019	reported	021-320860

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HOLTAWAY, JONATHAN, DAVID	PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	C	yes	05/2005	Mar 13, 2018	Jul 24, 2024
REBIBO, JACQUES, [NMN]	MANAGER, CHAIRMAN, MANAGING MEMBER	C	yes	04/2012	Mar 13, 2018	Jul 24, 2024
BIGGS, CARL, L.	INVESTOR MEMBER	Na	no	04/2020	Mar 25, 2021	Jul 24, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ATEGRA GP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 4, 2026	$190M	$190M	5	4	2	n/a
2024	Mar 11, 2025	$153M	$153M	4	4	2	n/a
2023	Mar 28, 2024	$334M	$302M	9	7	2	$119M
2022	Mar 21, 2023	$282M	$253M	11	7	2	$105M
2021	Mar 15, 2022	$328M	$295M	11	7	2	$112M
2020	Mar 25, 2021	$237M	$207M	12	9	2	$58.0M
2019	Mar 27, 2020	$225M	$197M	9	7	2	$59.7M
2018	Mar 28, 2019	$154M	$154M	8	5	2	$59.8M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$190M	$153M	24.2%	$282M	-12.3%	5	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVISORY SERVICES NETWORK	2	Apr 8, 2024	Apr 16, 2024	VIENNA, VA	Team lift out	RIA to RIA	28.6%

Relationships

Advises (2)

→ ATEGRA COMMUNITY FINANCIAL INSTITUTION FUND, LPPrivate fundHedge Fund, IA
Jan 10, 2017 to presentfactForm ADV
→ ATEGRA LS500, LPPrivate fundHedge Fund, IA
Mar 28, 2019 to presentfactForm ADV

Registered with (9)

← MICHAEL JAMES REBIBOAdvisorregistration: current employment
Jul 12, 2024 to presentfactForm ADV
← Sarah HeartonAdvisorregistration: current employment
Nov 14, 2022 to presentfactForm ADV
← Dolan FitzgeraldAdvisorregistration: current employment
Jun 3, 2019 to presentfactForm ADV
← Kristyna NepivodovaAdvisorregistration: current employment
Nov 15, 2018 to presentfactForm ADV
← JACQUES [NMN] REBIBOAdvisorregistration: current employment
Mar 12, 2018 to presentfactForm ADV
← JONATHAN DAVID HOLTAWAYAdvisorregistration: current employment
Nov 30, 2017 to presentfactForm ADV
← MICHAEL PETER DUPREYAdvisorregistration: previous registration
Nov 30, 2017 to Apr 15, 2024factForm ADV
← THURSTON SPAULDINGAdvisorregistration: previous registration
May 8, 2019 to Apr 8, 2024factForm ADV
← NEVIN KAULAdvisorregistration: previous registration
Jan 11, 2018 to Apr 2, 2024factForm ADV

Controls (2)

← REBIBO, JACQUES, [NMN]OwnerMANAGER, CHAIRMAN, MANAGING MEMBER, ownership code C, individual
Mar 13, 2018 to Jul 24, 2024factForm ADV
← HOLTAWAY, JONATHAN, DAVIDOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, ownership code C, individual
Mar 13, 2018 to Jul 24, 2024factForm ADV

Owns (1)

← BIGGS, CARL, L.OwnerINVESTOR MEMBER, ownership code NA, individual
Mar 25, 2021 to Jul 24, 2024factForm ADV

Moved with (1)

→ ADVISORY SERVICES NETWORKRegistered adviser2 advisors, team lift out
Apr 8, 2024 to Apr 16, 2024factForm ADV

Dated events

Occurred
Jul 24, 2024
Regulatory AUM changed
Ategra Capital Management, Llc reported RAUM $117.3M, down 65% from $334.2M (2024-03-28 to 2024-07-24)
Form ADVobserved 5 days ago
$-217M
Occurred
Apr 15, 2024
Advisor changed firm
Michael Peter Duprey left Ategra Capital Management, Llc for Advisory Services Network (registered 2024-04-16)
Form ADVobserved 5 days ago
Occurred
Apr 8, 2024
Team lift-out
2 advisors left Ategra Capital Management, LLC (Vienna, VA) for Advisory Services Network within 7 days
Form ADVobserved 5 days ago
2 advisors
Occurred
Apr 8, 2024
Advisor changed firm
Thurston Spaulding left Ategra Capital Management, Llc for Advisory Services Network (registered 2024-04-09)
Form ADVobserved 5 days ago
Occurred
Apr 2, 2024
Advisor changed firm
Nevin Kaul left Ategra Capital Management, Llc for Kirk Capital Advisors Llc (registered 2024-04-06)
Form ADVobserved 5 days ago
Occurred
Mar 13, 2018
First Form ADV filing
Ategra Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bc9f65b-e620-7314-bd25-6e3c894e89a5
First observed: Mar 13, 2018
Last observed: Mar 4, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ATEGRA CAPITAL MANAGEMENT, LLC

CRD 164245

VIENNA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2bc9f65b-e620-7314-bd25-6e3c894e89a5

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JONATHAN DAVID HOLTAWAY

n/a

VIENNA, VA

n/a

JACQUES [NMN] REBIBO

n/a

VIENNA, VA

n/a

Kristyna Nepivodova

n/a

Vienna, VA

n/a

Dolan Fitzgerald

n/a

Vienna, VA

n/a

Sarah Hearton

n/a

VIENNA, VA

n/a

MICHAEL JAMES REBIBO

Certified Financial Planner

VIENNA, VA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ATEGRA COMMUNITY FINANCIAL INSTITUTION FUND, LP

Hedge Fund

$82.0M

Jul 24, 2024

Jan 10, 2017

reported

021-127415

ATEGRA LS500, LP

Hedge Fund

$35.2M

Jul 24, 2024

Mar 28, 2019

reported

021-320860

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOLTAWAY, JONATHAN, DAVID

PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER

yes

05/2005

Mar 13, 2018

Jul 24, 2024

REBIBO, JACQUES, [NMN]

MANAGER, CHAIRMAN, MANAGING MEMBER

yes

04/2012

Mar 13, 2018

Jul 24, 2024

BIGGS, CARL, L.

INVESTOR MEMBER

04/2020

Mar 25, 2021

Jul 24, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ATEGRA GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$190M

n/a

2024

Mar 11, 2025

$153M

n/a

2023

Mar 28, 2024

$334M

$302M

$119M

2022

Mar 21, 2023

$282M

$253M

$105M

2021

Mar 15, 2022

$328M

$295M

$112M

2020

Mar 25, 2021

$237M

$207M

$58.0M

2019

Mar 27, 2020

$225M

$197M

$59.7M

2018

Mar 28, 2019

$154M

$59.8M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$190M

$153M

24.2%

$282M

-12.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVISORY SERVICES NETWORK

Apr 8, 2024

Apr 16, 2024

VIENNA, VA

Team lift out

RIA to RIA

28.6%