ATAIROS MANAGEMENT, L.P.
Adviser information for ATAIROS MANAGEMENT, L.P. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 32 |
|---|---|
| Investment Advisory/Research | 24 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $7.8B |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $7.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $7.8B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 50 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Fixed feesPROFITS INTEREST |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-106882 |
|---|---|
| SEC ERA File Number | 801-106882 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281947 |
| Legal Entity Identifier | None |
Principal Office
40 MORRIS AVENUEBRYN MAWR
PA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 484-381-4144, Fax: None
Chief Compliance Officer
CLARE MCGRORY
40 MORRIS AVENUE
BRYN MAWR
PA
United States
Tel:
484-381-4160
C********@**********M
(Full email address available in API data)
Industry Affiliates
| ATAIROS PARTNERS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ATAIROS GROUP, INC. | Hedge Fund | $7,297.0M | $0.0M | 2 |
| ATAIROS STRATEGIC PARTNERS, L.P. | Hedge Fund | $1,005.5M | $0.0M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ATAIROS FAMILY GP, LLC | Domestic Entity | – | GENERAL PARTNER | 06/2015 | < 5% |
| ANGELAKIS, MICHAEL, JAMES | Individual | – | CHAIRMAN / CHIEF EXECUTIVE OFFICER / LIMITED PARTNER | 10/2015 | > 75% |
| ANGELAKIS, MICHAEL, JAMES | Individual | ATAIROS FAMILY GP, LLC | MEMBER | 06/2015 | > 75% |
| KELLY, CLARE, MCGRORY | Individual | – | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | 01/2016 | < 5% |
| EVANS, ALEXANDER, DONNELL | Individual | – | VICE PRESIDENT | 01/2016 | < 5% |
| Caplan, David, Lyle | Individual | – | VICE PRESIDENT / GENERAL COUNSEL | 01/2016 | < 5% |