Atlantic Investment Management, Inc

RIASEC RegisteredEst. 2006
Total AUM
$384M
Discretionary
$384M
100% of AUM
Avg account
$48M
Accounts
8
Employees
7
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
137698
Registered since
January 23, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Atlantic Investment Management, Inc. is a corporate-structured investment adviser operating as a hedge fund manager that serves institutional clients. The firm charges traditional asset-based fees combined with performance-based fees and provides portfolio management for pooled vehicles and for businesses or institutional balance sheets. Atlantic acts in sponsor and general-partner roles for pooled investment vehicles and holds ownership concentrated between a domestic entity and an individual. The firm does not identify as an active ESG investor.

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

Owners & executives

2 of 2
  • Edward Min

    Edward Min

    CFO and CCOCRD 6175698

  • Alexander Roepers

    Alexander Roepers

    Founder & Chief Investment OfficerCRD 5055166

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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
1301 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth