ATLAS PEAK CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
168627
Registered since
September 24, 2014

Firm profile

FINTRX

Overview

Atlas Peak Capital operates primarily as a sponsor and general partner that forms and manages pooled investment vehicles. The firm is registered with the SEC (since 2014) and is structured as a limited liability company owned by a domestic entity/individual. It does not report a retail advisory book of clients; instead its activity centers on creating and running private fund vehicles. Atlas Peak Capital is not an active ESG investor, does not present itself as a pension consultant, and is not classified as a capital allocator in the available records. The firm’s public filings list its principal activity as sponsor, GP and managing member of pooled vehicles, which positions it to originate, structure and control private funds rather than providing broad wealth-management services to individual advisory clients.

Assets & Accounts

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

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JOSHUA BLACHMAN

    Co-Founder & Managing DirectorCRD 4203331

  • BRIAN DILAURA

    Co-Founder & Managing DirectorCRD 2775591

Wealth teams

FINTRX

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1388 Sutter St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth