Athos Private Wealth LLC logo

Athos Private Wealth LLC

Multi-stage venture firmSEC-registered adviserClassification probable· Holladay, UtahATHOSWEALTH.com

Multi-stage venture firm, based in Holladay, Utah, reporting $76.6M of fund assets on its funds' Form ADV filings.

Composed from this organization's classification, location and filed figures.

Reported fund assets
$76.6M
sum of its funds' Form ADV filings, last 30 months
Investment team
3
Latest vintage
2026
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsFundsInvestmentsTeam (6)
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

3 additional team members, 34 additional investments, funds and LPs, 29 events, 3 verified contacts (1 general firm email, 1 published business email, 1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 16 vehicles
    on Form D, 18 months

    $29.4M reported sold so far.

    A Form D is filed when a vehicle takes its first money, so these are open to LPs now.

    FactSEC Form D filingsFor LPs, fund-of-funds, placement agentsVehicles →

People to know

View all people
  • Robert Kent Shattuck
    Chief Executive Officer,Chief Compliance Officer, Managing Partner
    Why: Managing partner: runs the firm
    No route on file yet
  • Alex Shigeta
    VP, Head of Investment Strategy
    Why: Heads an investment area
    No route on file yet
  • Zach Schelin
    Senior Financial Analyst
    Why: Named with investment responsibility
    No route on file yet

Relationship network

43 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Fund or vehicle
  • Person

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Athos Private Wealth LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Athos Private Wealth LLC

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

0 companies on record, 0 new in 12 months
Investments on record
0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
globally
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
family office
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0

Team

6 current, 1 departed
Decision makers
who to call first, and why; then everyone else by function
  • Robert Kent Shattuck · Chief Executive Officer,Chief Compliance Officer, Managing Partner
    Why this person: Managing partner: runs the firm; Named with investment responsibility
  • Alex Shigeta · VP, Head of Investment Strategy
    Why this person: Heads an investment area; Named with investment responsibility
  • Zach Schelin · Senior Financial Analyst
    Why this person: Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team
6 current, 1 departed
1 departed (kept with end dates)
  • Filipe Delvaux · Partner, Coo, And Co-Chief Investment Officer · Feb 1, 2024 to Mar 31, 2026 Fact
Contacts
1 general firm email, 1 published business email, 1 firm phone

1 general firm email, 1 published business email, 1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

37 vehicles, 0 LPs disclosed
Funds and vehicles
37 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Athos Opportunity Fund TOR II LLCOpportunity fund2026 form d first saleNewly closedunknownunknown$870,001
of $870,001
Jun 30, 2026
Athos Opportunity Fund PLX LLCOpportunity fund2026 form d first saleFundraisingunknownunknown$1.3MJan 30, 2026
Athos Co-Investment Fund I, LPSPV or co-invest vehicle2026 form d first saleFundraisingunknownunknown$7.0MSep 22, 2026
Limited partners
0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Known LPs and allocators
0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

0 co-investors · on 3 other DFX graphs
Co-investors
0 counted from shared deals, for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Across DFX and the capital chainon 3 other DFX graphs Show
Across DFX
Across the graphs

Athos Private Wealth LLC is the same institution as 3 records in Independent Sponsors, Private Equity and RIA and Wealth.

Independent Sponsors1Private Equity1RIA and Wealth1

DFX found 3 relationships across 3 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Evidence and history

34 dated events, 65 observations from 4 sources
Timeline
34 dated events
  1. seen on or beforeSep 23, 2026
    Athos Private Wealth LLC: MICRO_VC -> MULTI_STAGE_VC (both early and growth/opportunity families, reported GAV $77M)
    Classification changedClassificationInferenceno URL
  2. Mar 31, 2026
    Filipe Delvaux (Partner, Coo, And Co-Chief Investment Officer) no longer on Schedule A of Athos Private Wealth LLC
    Person leftPeopleInferenceFilipe DelvauxForm ADV
  3. Mar 31, 2026
    Athos Growth Fund IV, LP first reported on Form ADV by Athos Private Wealth LLC (Venture Capital Fund), GAV $1,436,483
    Fund first reported on Form ADVFundsInferenceAthos Growth Fund IV, LPForm ADV
  4. Mar 31, 2026
    Athos Opportunity Fund Uni, LLC first reported on Form ADV by Athos Private Wealth LLC (Venture Capital Fund), GAV $2,210,079
    Fund first reported on Form ADVFundsInferenceAthos Opportunity Fund UNI LLCForm ADV
  5. Mar 31, 2026
    Athos Opportunity Fund Oai, LLC first reported on Form ADV by Athos Private Wealth LLC (Venture Capital Fund), GAV $482,281
    Fund first reported on Form ADVFundsInferenceAthos Opportunity Fund Oai, LLCForm ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 31, 2026 · 29 private fundsShow
Headquarters
Holladay, UTadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
ATHOSWEALTH.com
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 31, 2026
Private funds reported
29 (21 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$76.6Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$268Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
7
Classification history
Every classification this record has carried4 on recordShow
  1. Sep 23, 2026
    Multi-stage venture firm (probable, 80%)
    Both early and growth/opportunity families, reported GAV $77M
  2. Sep 15, 2026
    Micro VC (probable, 80%)
    Venture manager, reported GAV $44.4M across 40 vehicles
  3. Sep 12, 2026
    Micro VC (probable, 80%)
    Venture manager, reported GAV $31.0M across 32 vehicles
  4. Sep 12, 2026
    Micro VC (probable, 80%)
    Venture manager, reported GAV $31.0M across 13 vehicles
Evidence
65 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedMar 31, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 31, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 31, 2026FactForm ADV
SEC adviser typeRegistered investment adviserOct 2, 2024FactForm ADV
First Form ADV filing2023-03-26Mar 31, 2026FactForm ADV
First Form ADV filing2023-03-26Oct 2, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2024-10-02Oct 2, 2024FactForm ADV
SEC statusApprovedMar 31, 2026FactForm ADV
SEC status effective2023-04-26Mar 31, 2026FactForm ADV
Venture share of reported funds1Mar 31, 2026FactForm ADV
Venture share of reported funds1Oct 2, 2024FactForm ADV
Business phoneMar 31, 2026FactForm ADV
Business phoneOct 2, 2024FactForm ADV
Contact page urlSep 30, 2026Factno URL
Contact page urlSep 16, 2026Factno URL
Employees7Mar 31, 2026FactForm ADV
Employees8Oct 2, 2024FactForm ADV
HeadquartersHolladay, UTMar 31, 2026FactForm ADV
HeadquartersHolladay, UTOct 2, 2024FactForm ADV
Office addressMar 31, 2026FactForm ADV
Office addressOct 2, 2024FactForm ADV
Self-described typeFamily office
“Family Office Services”
Sep 30, 2026Factno URL
Self-described typeFamily office
“Family Office Services”
Sep 16, 2026Factno URL
Self-described typeFamily office
“Family Office Services”
Sep 12, 2026Factno URL
Legal formLimited Liability CompanyMar 31, 2026FactForm ADV
Other funds reported2Mar 31, 2026FactForm ADV
PE funds reported6Mar 31, 2026FactForm ADV
Private funds reported29Mar 31, 2026FactForm ADV
Private funds reported29Mar 31, 2026FactForm ADV
Private funds reported21Oct 2, 2024FactForm ADV
Private fund gross assets (reported)$76.6MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$76.6MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$44.4MOct 2, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$268MMar 31, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$139MOct 2, 2024FactForm ADV
Schedule a diffsadiff-1Mar 31, 2026FactForm ADV
Stated geographyglobally
“geography words on the home page”
Sep 30, 2026Factno URL
Stated geographyglobally
“geography words on the home page”
Sep 16, 2026Factno URL
Stated geographyglobally
“geography words on the home page”
Sep 12, 2026Factno URL
Team pageSep 30, 2026Factno URL
Team pageSep 16, 2026Factno URL
Team pageSep 12, 2026Factno URL
Venture funds reported21Mar 31, 2026FactForm ADV
Venture funds reported21Mar 31, 2026FactForm ADV
Venture funds reported14Oct 2, 2024FactForm ADV
WebsiteOct 2, 2024FactForm ADV
Site titleSep 30, 2026Factno URL
Site titleSep 16, 2026Factno URL
Site titleSep 12, 2026Factno URL
How this is scored
Scores, classification basis and filing advisersMulti-stage venture firm, probableShow
Importance
27
moderate
Active deployment
25
moderate
Emerging
0
low
Freshness
100
high
Multi-stage venture firm · probableSEC registered investment adviser

Both early and growth/opportunity families, reported GAV $77M

The inputs behind each score
importance
gav: $0 · funds: 1 · people: 0.16 · investments: 0 · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
emerging manager
fund count: 43 · reported gav: $76.6M · first adv filing: 2023-03-26 · years since first filing: 3.5

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

2 dated events on the change ledger, latest event first
  • Organization classification changed
    2026-09-23
  • Adviser's first ADV filing
    2023-03-26source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

Not yet on record: new companies, 12 mo.