ATL ADVISOR LP

RIASEC RegisteredEst. 2015
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$225M
Accounts
7
Employees
13
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
173866
Registered since
January 2, 2015
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ATL Advisor LP is structured as a limited partnership and is registered with the SEC since 2015. The firm operates as a private equity fund manager serving institutional clients and provides portfolio management for pooled investment vehicles. It functions both as an allocator to external alternative managers and as a sponsor/GP and managing member of its own pooled vehicles. The firm reports an active ESG stance and charges a combination of percentage-of-AUM and performance-based fees (along with other fee elements).

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JACLYN BOWDREN

    Chief Compliance OfficerCRD 5041043

  • Lauren DiBartolomeo

    Chief Operating OfficerCRD 8247003

Contacts

1 of 1
  • FRANK NASH

    Founder and Managing MemberCRD 1952170

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
245 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth