# Attlee Capital LLC

> Attlee Capital LLC is a state-registered investment advisory firm in Pasadena, CA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 300272
- Filed as: ATTLEE CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300272
- AdvisorCensus page: https://advisorcensus.com/firm/attlee-capital-llc-pasadena-ca-300272

## Quick answers

**How is Attlee Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Attlee Capital LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Attlee Capital LLC located?**
Attlee Capital LLC's principal office is in Pasadena, CA, according to its Form ADV.

**Is Attlee Capital LLC registered with the SEC or a state?**
Attlee Capital LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300272.

**How much does Attlee Capital LLC manage?**
Attlee Capital LLC reports $10,303,685 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary).

**Does Attlee Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300272

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $10,303,685
- Discretionary: $10,303,685
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $428,416 |
| High net worth individuals | Fewer than 5 | $9,875,269 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- attleecapital.com
- LinkedIn @Attlee-Capital

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Attlee Capital LLC (CRD 300272): Form ADV filing data as of October 2026.