Atlas Infrastructure

RIASEC RegisteredEst. 2017
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$471M
Accounts
4
Employees
31
Advisory reps
4

Firm details

Headquarters
London,
CRD number
288560
Registered since
July 27, 2017
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles95.28%
  • Pension & Profit Sharing Plans4.72%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Atlas Infrastructure is an LLC that registered with the SEC in 2017 and markets itself to institutional clients. The firm is classified as an “Other Fund Provider” and charges fees as a percentage of assets under management. Its stated advisory focus is portfolio management for pooled investment vehicles and for businesses or institutions. Atlas Infrastructure reports being an active ESG investor. Ownership is described as a mix of a foreign entity and an individual; it does not position itself as a capital allocator and is not a multi-state adviser. Atlas Infrastructure is affiliated as an investment adviser (listed as Other Investment Adviser) and appears to operate predominantly through pooled vehicles rather than retail advisory accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Toni Rizk Ibrahim

    Chief Compliance OfficerCRD 8230827

Contacts

3 of 3
  • David Bentley

    David Bentley

    PartnerCRD 6796395

  • Roderick Chisholm

    Roderick Chisholm

    PartnerCRD 6796396

  • Clinton Joyner

    Clinton Joyner

    PartnerCRD 7025363

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
13 College Hl
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth