LAMARQUE ATLAS

RIASEC Registered
Total AUM
$33M
Discretionary
$33M
100% of AUM
Avg account
$16.5M
Accounts
2
Employees
3
Advisory reps
1

Firm details

Headquarters
PASADENA, California
CRD number
308520
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles60.61%
  • HNWI39.39%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lamarque Atlas operates as a small, hedge-fund–style adviser focused on institutional mandates and pooled vehicles. The firm runs a mix of managed accounts and at least one pooled hedge fund, charging both asset-based fees and performance fees. Investment activity centers on liquid equity exposure alongside strategies executed within a hedge fund wrapper; the firm lists exchange-traded equities as its dominant asset preference and also uses corporate debt exposures. Business filings classify Lamarque Atlas as a CPO/CTA and note discretionary portfolio management for both individuals/small businesses and pooled investment vehicles, though its client base is institutional in orientation. Two features stand out: a strong tilt to equities for core exposure and an active reliance on alternative fund structures (see Investments & Alternatives). Given its size and structure, portfolio implementation appears to combine separately managed account handling for liquid holdings with a pooled fund used to house less liquid or strategy-specific positions.

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

Asset composition

Asset composition: Exchange Traded Equities 58%, Public Funds/Mutual Funds 23%, Cash & Cash Equivalents 17%, Derivatives 2%58%
  • Exchange Traded Equities58%
  • Public Funds/Mutual Funds23%
  • Cash & Cash Equivalents17%
  • Derivatives2%

Contacts

1 of 1
  • DACK LAMARQUE

    Founder and Portfolio ManagerCRD 4276250

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

PASADENA, CA

LOS ANGELES

Location

PASADENA, CA

Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
155 N Lake Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth