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 limited partnership structured as an SEC-registered hedge fund that began registration in 2015. The firm serves institutional clients and operates as both a manager of pooled investment vehicles and as a CPO/CTA, indicating it runs or advises commodity pools and trading strategies alongside traditional hedge fund management. Its business model includes sponsoring and acting as a general partner or managing member of pooled vehicles. Compensation consists of asset-based fees plus performance-based fees. The firm is not positioned as an ESG-focused allocator and does not identify as a multi-state adviser or pension consultant. Its client base and organizational setup point to a concentrated institutional manager that mixes internally managed hedge fund strategies with relationships to external alternative managers.

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
  • Bryan Schrubbe

    Chief Financial OfficerCRD 5936355

  • Roger Smith

    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