ATOM INVESTORS LP
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 296819
- Registered since
- May 22, 2018
- Website
- www.atomlp.com
- 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
FINTRXOverview
Atom Investors LP is a limited partnership operating as a hedge fund manager that registered with the SEC in 2018. The firm serves both high-net-worth individuals and institutional clients and bills on a combination of percentage-of-AUM, fixed, and performance-based fees. Its regulatory disclosures list business activity as a commodity pool operator/commodity trading advisor (CPO/CTA) and its advisory role focuses on managing pooled investment vehicles and selecting third-party advisers. Atom Investors does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3LAWRENCE AVITABILE
Chief Financial OfficerCRD 7188717
ELIZA GOLDBERG
General Counsel & Chief Compliance OfficerCRD 6348722
BASIL QUNIBI
Founder, CEO & CIOCRD 6937213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$49.5M in ETFs
100%
$49.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $40.1M | 67,041 | 81.00% |
Location
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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