Atlas Holdings LLC

RIASEC RegisteredEst. 2012
Total AUM
$18.1B
Discretionary
$18.1B
100% of AUM
Avg account
$1.1B
Accounts
17
Employees
87
Advisory reps
15

Firm details

Headquarters
Greenwich, Connecticut
CRD number
160610
Registered since
February 28, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Atlas Holdings LLC is an LLC-level investment manager that registered with the SEC in 2012 and operates primarily in the private markets. The firm is classified as a private equity fund operator and an “other” fund provider; it serves an institutional client base and charges fees based on a percentage of assets under management (with ancillary fee arrangements described as “other”). Atlas performs portfolio management for pooled investment vehicles and commonly acts as sponsor, general partner, and managing member of those vehicles. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator.

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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael O'donnell

    Principal, General Counsel and Chief Compliance OfficerCRD 6308868

  • Anastasios Papadoakos

    Partner and Chief Financial OfficerCRD 8057083

Contacts

3 of 13
  • Jerome Lay

    Jerome Lay

    PartnerCRD 5553137

  • Neil Mahajan

    PartnerCRD 7349615

  • Jacob Hudson

    Managing PartnerCRD 6166974

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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

FINTRX

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
100 Northfield St
Time zone
ET (UTC-5)
Office locations

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