ATLANTIC STREET CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2016
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$322M
Accounts
5
Employees
18
Advisory reps
3

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
161107
Registered since
April 15, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Atlantic Street Capital Management, LLC is a private equity manager and adviser focused on pooled investment vehicles for institutional clients. The firm operates as sponsor, general partner and managing member of private funds, providing portfolio management for those pooled vehicles rather than retail advisory services. Its business model combines traditional percentage-of-assets fees with performance-based compensation, aligning manager economics with fund performance. Since registering with the SEC in 2016, the firm has positioned itself around private equity strategies and related fund structures. It does not identify as an active ESG investor and its client base is institutional. Ownership is held at the individual level and the firm is organized as a limited liability company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • BRAD SCHWARTZ

    Chief Financial OfficerCRD 6622720

Contacts

2 of 2
  • ANDREW WILKINS

    Managing PartnerCRD 4776066

  • PETER SHABECOFF

    Managing PartnerCRD 6024314

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

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
35 Mason St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth