ATL Advisor LP

RIASEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$225M
Accounts
7
Employees
13
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
173866
Registered since
January 2, 2015
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ATL Advisor LP is a limited partnership that operates as a private equity fund manager and sponsor. The firm is registered with the SEC (registered in 2015) and focuses on managing pooled investment vehicles on behalf of institutional clients. ATL Advisor LP typically acts as sponsor, general partner, and managing member of its funds rather than functioning primarily as a capital allocator to external strategies. Its fee arrangements include asset-based fees, performance-based fees, and other custom fee structures. The firm identifies itself as an active ESG investor and provides portfolio management for pooled investment vehicles.

Assets & Accounts

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

Owners & executives

2 of 2
  • Jaclyn Bowdren

    Chief Compliance OfficerCRD 5041043

  • Lauren DiBartolomeo

    Chief Operating OfficerCRD 8247003

Contacts

1 of 1
  • Frank Nash

    Frank Nash

    Founder and Managing MemberCRD 1952170

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
31 W 52nd St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth