ATALAN CAPITAL PARTNERS, LP

RIASEC RegisteredEst. 2015
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$548M
Accounts
6
Employees
7
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
226714
Registered since
June 25, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Atalan Capital Partners, LP is a hedge fund organized as a limited partnership and SEC-registered since 2015. The firm serves an institutional client base and runs pooled investment vehicles; its stated business activities include functioning as a commodity pool operator or commodity trading adviser and acting as sponsor, general partner, or managing member of pooled vehicles. Compensation is a combination of a percentage-of-assets fee and performance-based fees. The firm is not described as an active ESG investor and is not identified as a multi-state or newly formed adviser. The firm’s reporting indicates it is not primarily a capital allocator but does both operate its own pooled funds and use external fund managers. Advisory activities focus on portfolio management for pooled investment vehicles rather than direct turnkey wealth management for retail clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

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Client base

Client personas

Owners & executives

2 of 2
  • BRYAN SCHRUBBE

    Chief Financial OfficerCRD 5936355

  • ROGER SMITH

    Chief Operating OfficerCRD 3222627

Contacts

1 of 1
  • DAVID THOMAS

    Managing PartnerCRD 3082454

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

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
140 E 45th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth