LAMARQUE ATLAS
Firm details
- Headquarters
- PASADENA, California
- CRD number
- 308520
- Website
- www.lamarqueatlas.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles60.61%
- HNWI39.39%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lamarque Atlas operates as a small, hedge-fund–style adviser focused on institutional mandates and pooled vehicles. The firm runs a mix of managed accounts and at least one pooled hedge fund, charging both asset-based fees and performance fees. Investment activity centers on liquid equity exposure alongside strategies executed within a hedge fund wrapper; the firm lists exchange-traded equities as its dominant asset preference and also uses corporate debt exposures. Business filings classify Lamarque Atlas as a CPO/CTA and note discretionary portfolio management for both individuals/small businesses and pooled investment vehicles, though its client base is institutional in orientation. Two features stand out: a strong tilt to equities for core exposure and an active reliance on alternative fund structures (see Investments & Alternatives). Given its size and structure, portfolio implementation appears to combine separately managed account handling for liquid holdings with a pooled fund used to house less liquid or strategy-specific positions.
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 Equities58%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents17%
- Derivatives2%
Contacts
1 of 1DACK LAMARQUE
Founder and Portfolio ManagerCRD 4276250
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PASADENA, CA
LOS ANGELES
Location
PASADENA, CA
Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 155 N Lake Ave
- Time zone
- PT (UTC-8)
- Office locations
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