ATLAS MERCHANT CAPITAL LLC

RIASEC RegisteredEst. 2015
Total AUM
$593M
Discretionary
$578M
98% of AUM
Avg account
$74.1M
Accounts
8
Employees
15
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
172124
Registered since
January 3, 2015
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Atlas Merchant Capital LLC is an SEC-registered investment manager formed as an LLC in 2015 that primarily serves institutional clients. The firm operates as a multifaceted fund manager with activity across private equity, hedge fund strategies and pooled investment vehicles. Its advisory role centers on portfolio management for pooled funds, and it also acts as sponsor/GP/managing member of those vehicles rather than functioning as a third‑party capital allocator. Fee arrangements include percentage-of-AUM charges, fixed fees and performance-based compensation. Atlas Merchant Capital does not identify as an active ESG investor and is not marked as a multi-state adviser. Its business activities are concentrated on managing proprietary and sponsored funds rather than distributing external manager allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • ROBERT DIAMOND

    Founding Partner & Chief Executive OfficerCRD 1022783

  • DAVID SCHAMIS

    Founding Partner & Chief Investment OfficerCRD 3133033

  • TIMOTHY KACANI

    Managing Director, Chief Operating OfficerCRD 5928208

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Contacts

1 of 1
  • Brian Dunefsky

    CCOCRD 6767580

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

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
477 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth