ATLAS HOLDINGS LLC

RIASEC RegisteredEst. 2012
Total AUM
$18.1B
Discretionary
$18.1B
100% of AUM
Avg account
$1.1B
Accounts
17
Employees
87
Advisory reps
15

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
160610
Registered since
February 28, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Atlas Holdings LLC is a limited liability company that operates principally as a private equity fund manager and other fund provider. The firm has been SEC-registered since 2012 and serves an institutional client base. Its advisory activity centers on portfolio management for pooled investment vehicles; it also acts as sponsor, general partner, and managing member of pooled funds it controls. Ownership is held by an individual owner and its fee model includes percentage-of-AUM components alongside other fee arrangements. Atlas does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MICHAEL O'DONNELL

    Principal, General Counsel and Chief Compliance OfficerCRD 6308868

  • Anastasios Papadoakos

    Partner and Chief Financial OfficerCRD 8057083

Contacts

3 of 13
  • JEROME LAY

    PartnerCRD 5553137

  • Neil Mahajan

    PartnerCRD 7349615

  • JACOB HUDSON

    Managing PartnerCRD 6166974

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$12.3M in ETFs

Passive

100%

$12.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) CONSUMER STAPLES SELECT SECTOR SPDR(R) ETF (XLP)State StreetPassiveConsumer Defensive$4.1M50,00033.33%

Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
100 Northfield St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth