ATHENAEUM ADVISORS

Athenaeum Advisors specializes in raising $5–$175 million of capital across corporate, real estate, yielding, real assets, infrastructure, and diversifying private investments. We understand what investors seek because we made those same investments for over 15 years. Our multi-asset class background enables us to create a compelling narrative as seen through an investor's lens.

Our methodology is rooted in an investment-first mindset — our multi-asset class background and track record enable us to create a compelling narrative as seen through an investor's lens.


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 Alternative Yield Diversifying Private Assets Food & Agriculture Media & Entertainment Niche Real Estate Financial Services Healthcare Tech-enabled Business Services

WHAT WE DO 

Capital Raising

Direct equity — Series A to growth equity, control investments, recapitalization
Co-investments — third-party sourcing, deal syndication, independent sponsor support
Structured financing — asset-backed lending, cash flow solutions, structured equity
Fund placement — traditional & niche strategies, marketing collateral support

Liquidity Solutions

Secondaries — LP portfolios, GP-leds, portfolio strip sales & LP tenders, secondary directs
Portfolio management — preferred equity, NAV lending, hybrid structures
Bespoke solutions — tailored to investor objectives

Chris Mahatma

Founder & Managing Partner

Prior to Athenaeum, Chris was a Senior Investment Leader at Partners Group (c.$175B AUM), focused on PE fund commitments, co-investments, and secondaries. He was a co-founding member of Cloverlay, where he helped fundraise over $1 billion in investor commitments, and was previously at LLR Partners and Morgan Stanley Alternative Investment Partners.

A graduate of the Wharton School, University of Pennsylvania, Chris lives on the East Coast with his wife and three dogs.

CFA Charterholder Series 79 Licensed Series 63 Licensed 16+ years private markets

Investor's lens

16+ years of private markets investing informs every engagement — we've sat on both sides of the table.

Asset-class agnostic

We raise $5–$175M across corporate, real estate, infrastructure, real assets, and diversifying private investments.

End-to-end advisory

From fundraising collateral and capital raising to 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.