Unclaimed Profile

Jeffrey William Raupp

ATEGENOS CAPITAL, LLC·BERWYN, Pennsylvania

SIE, Series 7, Series 7TO, Series 66CFAClean record20 years registeredATEGENOS CAPITAL, LLC

1000 CHESTERBROOK BOULEVARD, BERWYN, PA 19312CRD# 3026030Firm CRD# 326708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey William Raupp · BERWYN, PA

Registration

CRD #3026030 · ATEGENOS CAPITAL, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ATEGENOS CAPITAL, LLC

AC WEALTH PARTNERS

Sep 2023 – Feb 2026

BERWYN, PA

BRINKER CAPITAL INVESTMENTS, LLC.

Oct 2020 – Jul 2021

BERWYN, PA

BRINKER CAPITAL INC

Jun 2006 – Oct 2020

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · June 14, 2006

Years registered · 20

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATEGENOS CAPITAL, LLC

CRD 326708 · SEC 801-128024

AUM

$131M

Regulatory assets under management

Employees

2 client accounts

Services offered by ATEGENOS CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ATEGENOS CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey William Raupp offer?

Jeffrey William Raupp specializes in Investment Management, Wealth Management.

What are Jeffrey William Raupp's credentials?

Jeffrey William Raupp holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey William Raupp located?

Jeffrey William Raupp is based in BERWYN, Pennsylvania, last registered with ATEGENOS CAPITAL, LLC.

How does Jeffrey William Raupp charge for services?

Jeffrey William Raupp's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATEGENOS CAPITAL, LLC?

ATEGENOS CAPITAL, LLC has approximately 16 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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