ATHENAEUM ADVISORS

Athenaeum Advisors raises $5–$175 million of capital for companies, fund sponsors, and independent sponsors across private markets. We know what investors look for because we spent eighteen years being one.

Every engagement starts from the investor's side of the table: how the opportunity will be underwritten, where the objections will come from, and what has to be true for a commitment to happen. We diligence a mandate before we represent it.


Get in touch

 Companies

Growth and/or M&A capital, exit advisory

Fund Sponsors

Traditional and niche strategies, independent sponsors, third-party co-investment

Investors

Liquidity solutions, portfolio management



SECTORS OF FOCUS

Energy & Power Real Assets & Infrastructure Specialty Real Estate Asset-Backed Credit Distressed & Special Situations Financial Services Royalties Sports

WHAT WE DO 

Advisory

Mandate readiness review. Deck, DDQ, data room, and track record assessed as an allocator would assess them
Mock LP meeting. A half-day session testing the pitch from the LP perspective
Materials build. Pitch deck, DDQ, data room architecture, track record presentation
Retained advisory. Continuous support through an active raise

Scoped and priced in advance.

Capital Formation & Transactions

Fund placement. Traditional and niche strategies, primaries and re-ups
Direct & co-investment capital. Series A to growth equity, control investments, recapitalizations, deal syndication
Independent sponsor transactions. Deal-by-deal equity and structured capital, co-investor syndication
Structured financing. Asset-backed lending, cash flow solutions, structured equity
Liquidity solutions. LP portfolios, GP-leds, strip sales and LP tenders, secondary directs, preferred equity, NAV lending

Accepted selectively and quoted per engagement.


Chris Mahatma

Founder & Managing Partner

Chris has spent eighteen years investing in private markets across co-investments, directs, secondaries, primaries, and fund-of-funds in the US, UK, and Western Europe.

Before founding Athenaeum, he was a Senior Investment Leader at Partners Group, where he took five secondary processes through investment committee and contributed to the firm's entry into royalties. At Cloverlay he was the first non-partner hire and a member of the founding team, co-leading the buildout of an investment program that grew to approximately $1.1 billion and personally leading over $330 million of transactions across seven portfolio board seats. He was previously at LLR Partners and Morgan Stanley Alternative Investment Partners.

Chris is a CFA charterholder and a graduate of the Wharton School at the University of Pennsylvania. He is based on the East Coast.

CFA Charterholder Series 63 Licensed Series 79 Licensed 18 years private markets

Investor's Lens

Eighteen years underwriting private markets from the allocator's side informs every engagement. We have sat on both sides of the table.

Underwriting First

We diligence a mandate before we represent it. Not every raise we review is taken forward.

End-to-end Advisory

From readiness review and materials through capital raising, liquidity solutions, and portfolio management.

GET IN TOUCH

Have a question? We'd love to hear from you. Send us a message and we'll be in touch.

Email

chris@athenaeumadv.com

Mailing address

7887 E. Belleview Ave, Suite 1100A PMB 1055
Denver, CO 80111

Securities offered through Finalis Securities LLC, Member FINRA/ SIPC. Athenaeum Advisors is not a registered broker-dealer; Finalis Securities LLC and Athenaeum Advisors are separate, unaffiliated entities. Finalis OSJ: 450 Lexington Ave, New York, NY 10017, 800-962-0418. Privacy Policy| Business Continuity| BrokerCheck| Form CRS

Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose.