Atlas Capital
Firm details
- Headquarters
- ,
- CRD number
- 326724
- Registered since
- July 17, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Atlas Capital is a small, SEC-registered corporate adviser that positions itself as an institutional-focused manager. The firm operates as a Commodity Pool Operator/Commodity Trading Advisor and provides portfolio management services for investment companies, indicating it manages pooled vehicles and runs discretionary investment programs. Its fee model is percentage-of-AUM, consistent with an asset-management orientation rather than hourly or performance-only billing. Investment emphasis is tilted toward real assets and credit: the firm allocates to real estate and REIT exposure, commodity strategies, and oil & gas interests, and complements those exposures with corporate debt. Atlas Capital also acts as a sponsor of limited partnerships (excluding pooled investment vehicles), which suggests it structures or places private fund investments and relies on third-party specialist managers for some allocations. The firm is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Reza Bundy Saadlou
CEO and ChairmanCRD 7331056
Nouriel Roubini
Chief EconomistCRD 7908661
Carlo Zola
COOCRD 4897884
Contacts
3 of 3
Puneet Agarwal
Co-FounderCRD 5645399
Shahpour Turkian
Portfolio AnalyticsCRD 8009317
Paschalis Bouchoris
Head of Sales and Business DevelopmentCRD 8009305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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