Atlas Merchant Capital LLC

RIASEC Registered
Total AUM
$593M
Discretionary
$578M
98% of AUM
Avg account
$74.1M
Accounts
8
Employees
15
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
172124
Registered since
January 3, 2015
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Atlas Merchant Capital LLC is a private investment manager that operates as a limited liability company and focuses on pooled investment vehicles. The firm is registered with the SEC, having completed its registration in 2015. Its business model blends private equity and hedge fund activity: it sponsors and serves as a general partner and managing member for pooled vehicles, and it provides portfolio management for those vehicles. Clients are primarily institutional, and the firm employs a mix of fee arrangements that include a percentage of assets under management, fixed fees, and performance-based fees. Atlas Merchant Capital does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

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Contacts

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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

FINTRX

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
477 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth