Atreides Management, LP

RIASEC RegisteredEst. 2019
Total AUM
$8.9B
Discretionary
$8.9B
100% of AUM
Avg account
$190M
Accounts
47
Employees
26
Advisory reps
4

Firm details

Headquarters
Boston, Massachusetts
CRD number
301152
Registered since
May 3, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Atreides Management, LP is a multi-strategy manager that combines hedge fund and venture capital activity under a limited partnership structure. Founded as an SEC-registered adviser in 2019, the firm serves primarily institutional clients and operates pooled investment vehicles for which it provides portfolio management. It also functions as a sponsor, general partner, and managing member of its funds and is registered to perform CPO/CTA activities. Compensation includes both a percentage-of-assets fee and performance-based fees. The firm 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

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Client base

Client personas

Owners & executives

2 of 2
  • David Finn

    David Finn

    Chief Financial OfficerCRD 2773564

  • Laura Malone

    Laura Malone

    General Counsel & Chief Compliance OfficerCRD 7154297

Contacts

2 of 2
  • Gavin Baker

    Gavin Baker

    Managing PartnerCRD 2811165

  • James Star

    Limited PartnerCRD 2314522

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

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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
1 International Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth