CASE STUDYAthos Private Wealth
How Strut helped Athos build scalable systems that freed its team to focus on growth
THE CHALLENGE
Athos Private Wealth is a hybrid wealth management firm that offers clients access to invest in venture funds, private equity, and credit funds through its alternative investment platform. Since launching in 2020, the firm has scaled rapidly, growing from a single fund to more than 25 SEC-regulated investment vehicles and over 40 entities across its structure.
As the firm expanded, its operations grew increasingly complex. CEO Robbie Shattuck was balancing investment strategy with the administrative demands of audits, taxes, and fund management, alongside running a wealth management firm. To support continued growth, Athos engaged Strut to provide operational leadership and to triage and address immediate fires, with the goal of building scalable systems, refining back-office infrastructure, and alleviating the administrative burden on Robbie and the team.
Strut has done everything we expected, and then 50 other things we didn’t realize we should’ve been doing. It’s not just one wow moment, it’s been a wow experience.
Robbie Shattuck,
CEO
How We Helped
Established a consistent workflow and communication framework across over 40 entities, including venture funds, private equity and credit vehicles, SPVs, and general partnerships.
Brought financial reporting current by resolving blockers on audits, tax, and reporting, and established systems to ensure continued timeliness/success.
Improved fund administrator coordination, identifying process gaps, resolving errors early, and creating new accountability and record-keeping systems.
Standardized invoicing, intracompany reimbursements, and capital call tracking to ensure accuracy and timeliness.
Provided ongoing operational leadership and support, acting as a buffer between Athos and fund administrators, auditors, and tax providers to manage complexity and reduce risk.
Proactively managed ad-hoc issues and tasks as they emerged to help the GP stay focused on strategic priorities, building the firm, and deepening LP relationships.
The Outcome
IMPACT & VALUEFrom day one, Strut brought an action-oriented, solutions-focused mindset to Athos, helping the company introduce greater structure and scalability across its operations. Within the first year, we established a strong operational foundation that enabled Robbie and his team to focus on investment strategy and deliver results for their clients and LPs.
These systems enhanced the fund’s operational precision and created the infrastructure to support future fund launches without disruption. The impact was both immediate and enduring: the leadership team regained bandwidth to focus on investment strategy, and day-to-day workflows now operate with greater consistency and accuracy.
Athos’s partnership with Strut also proved its strength through transition periods. When a member of the leadership team went on parental leave, operations continued seamlessly, underscoring the depth of integration and reliability the relationship provides.
Today, Strut continues to serve as Athos’s embedded operations team, providing consistency and flexibility to adapt and evolve as the needs shift. The relationship exemplifies how disciplined, detail-driven operations can scale alongside rapid fund growth.
Robbie even found time to train for a marathon. He’s now on track for the Boston Marathon in 2026, a goal he half credits to Strut’s support!
Strut’s role gave Athos the scale, discipline, and precision of a full in-house operations team without the overhead.
“Even if our funds get big enough to hire in-house, I don’t think that’s the path we’d take. Strut brings network access, resources, and a market-wide perspective that we wouldn’t get with just in-house staff.”
— Robbie Shattuck,
CEO