ATLAS HOLDINGS LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 160610
- Registered since
- February 28, 2012
- Website
- www.atlasholdingsllc.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MICHAEL O'DONNELL
Principal, General Counsel and Chief Compliance OfficerCRD 6308868
Anastasios Papadoakos
Partner and Chief Financial OfficerCRD 8057083
Contacts
3 of 13JEROME LAY
PartnerCRD 5553137
Neil Mahajan
PartnerCRD 7349615
JACOB HUDSON
Managing PartnerCRD 6166974
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$12.3M in ETFs
100%
$12.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) CONSUMER STAPLES SELECT SECTOR SPDR(R) ETF (XLP) | State Street | Passive | Consumer Defensive | $4.1M | 50,000 | 33.33% |
Location
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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