ATREIDES MANAGEMENT, LP

RIASEC RegisteredEst. 2019
Total AUM
$8.9B
Discretionary
$8.9B
100% of AUM
Avg account
$190M
Accounts
47
Employees
26
Advisory reps
4

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
301152
Registered since
May 3, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Atreides Management, LP is a limited partnership that operates as a multi-strategy investment manager combining hedge fund and venture capital activities. SEC registration began in 2019. The firm serves institutional clients and runs pooled investment vehicles, acting in sponsor/GP and managing-member roles in addition to performing portfolio management for its funds. It also operates as a CPO/CTA. Compensation is a mix of asset-based fees and performance-based fees. The firm does not identify as an active ESG investor.

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

2 of 2
  • DAVID FINN

    Chief Financial OfficerCRD 2773564

  • LAURA MALONE

    General Counsel & Chief Compliance OfficerCRD 7154297

Contacts

2 of 2
  • GAVIN BAKER

    Managing PartnerCRD 2811165

  • JAMES STAR

    Limited PartnerCRD 2314522

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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
1 International Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth