Atom Investors LP

RIASEC RegisteredEst. 2018
Total AUM
$6.8B
Discretionary
$6.8B
100% of AUM
Avg account
$975M
Accounts
7
Employees
24
Advisory reps
3

Firm details

Headquarters
Austin, Texas
CRD number
296819
Registered since
May 22, 2018
Custodians
FIRST REPUBLIC SECURITIES COMPANY, LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.23%
  • HNWI2.77%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Atom Investors LP is a limited partnership that operates as a hedge fund manager and registered adviser (SEC-registered since 2018). The firm performs commodity pool/CTA activities and manages pooled investment vehicles while also selecting third‑party advisers. Its client base includes both individuals and families as well as institutional investors. Fee arrangements include asset‑based fees, fixed fees, and performance‑based fees. Atom does not identify as an active ESG investor. Business activity disclosures show the firm acting as an investment adviser and sponsor, and serving in GP/managing member roles for pooled vehicles. The firm’s structure and service mix suggest a focus on pooled/alternative strategies rather than traditional separately managed accounts as its primary offering.

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

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 3
  • Lawrence Avitabile

    Chief Financial OfficerCRD 7188717

  • Eliza Goldberg

    Eliza Goldberg

    General Counsel & Chief Compliance OfficerCRD 6348722

  • Basil Qunibi

    Basil Qunibi

    Founder, CEO & CIOCRD 6937213

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$69.6M in ETFs

Passive

100%

$69.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$46M66,97266.12%

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
3711 S Mopac Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth