Atlatl Advisers LLC
Atlatl Advisers LLC is a Madison, Wisconsin-based investment management and wealth advisory firm founded in 2015. The firm manages assets for individuals, high-net-worth clients, and institutions, offering holistic wealth management, financial planning, asset management, and strategic advisory services. Atlatl Advisers is committed to a client-centered approach, leveraging a diverse and experienced team to deliver personalized financial solutions. The firm boasts capabilities in traditional asset management as well as digital assets and cryptocurrency. As of December 2024, the firm managed approximately $230 million in assets and employs a small but specialized team.
Investment Strategy
Atlatl Advisers LLC follows a holistic wealth management approach tailored to the unique goals of each client. Their investment strategy focuses on portfolio construction, rigorous investment due diligence, and disciplined portfolio implementation, integrating traditional investments (such as equities and fixed income) with alternative assets—including digital assets and cryptocurrency, where appropriate. The firm emphasizes risk management, diversification, and long-term growth while seeking to provide comprehensive financial planning and strategic advisory solutions.
Top Holdings
Equity Positions (134)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBIT | ISHARES BITCOIN ETF | 8.48% | $17.9M | 293,047 | $58.63 | $61.21 | +$13.7M |
V VOO | VANGUARD S&P 500 ETF | 7.95% | $16.8M | 29,612 | $542.04 | $568.03 | +$3.7M |
Q QQQ | INVESCO QQQ TRUST | 4.69% | $9.9M | 17,967 | $551.64 | $551.64 | +$9.9M |
S SPY | SPDR S&P 500 ETF | 4.58% | $9.7M | 15,684 | $617.85 | $617.85 | +$9.7M |
V VEA | VANGUARD FTSE DEVELOPED | 4.25% | $9.0M | 157,479 | $48.61 | $57.01 | +$1.6M |