ATLANTIC INVESTMENT MANAGEMENT, INC

RIASEC RegisteredEst. 2006
Total AUM
$384M
Discretionary
$384M
100% of AUM
Avg account
$48M
Accounts
8
Employees
7
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
137698
Registered since
January 23, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Atlantic Investment Management, Inc. is a privately held investment manager organized as a corporation and registered with the SEC since 2006. The firm operates as a hedge-fund-style manager serving institutional clients and provides portfolio management for pooled investment vehicles and for businesses or institutions. It also functions as sponsor/GP/managing member of pooled vehicles rather than acting primarily as a third-party capital allocator. The firm's fee model combines asset-based fees with performance-linked compensation. Atlantic does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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
  • EDWARD MIN

    CFO and CCOCRD 6175698

  • ALEXANDER ROEPERS

    Founder & Chief Investment OfficerCRD 5055166

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
1301 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth