ATLANTIC STREET CAPITAL MANAGEMENT, LLC
Adviser information for ATLANTIC STREET CAPITAL MANAGEMENT, LLC 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 17 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| 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 | 6 | $2.3B |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $2.3B |
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 | 6 | $2.3B |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-107580 |
|---|---|
| SEC ERA File Number | 801-107580 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161107 |
| Legal Entity Identifier | None |
Principal Office
35 MASON STREETGREENWICH
CT
United States
Monday - Friday, 9 AM - 5:30PM
Tel: 203-428-3150, Fax: None
Chief Compliance Officer
IRIS BETH ROSKEN
515 N. FLAGLER DRIVE
SUITE 700
WEST PALM BEACH
FL
United States
Tel:
516-614-6251
I***@************************M
(Full email address available in API data)
Industry Affiliates
| ATLANTIC STREET CAPITAL GP II, LP | Sponsor, GP, manager of pooled investment vehicles |
| ATLANTIC STREET CAPITAL GP III, LP | Sponsor, GP, manager of pooled investment vehicles |
| ATLANTIC STREET CAPITAL GP IV, LP | Sponsor, GP, manager of pooled investment vehicles |
| ATLANTIC STREET CAPITAL GP, V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ATLANTIC STREET CAPITAL MM, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SHINE CONTINUATION FUND GP, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ATLANTIC STREET CAPITAL I, LLC | Private Equity Fund | $8.8M | $1.0M | 4 |
| ATLANTIC STREET CAPITAL II, LP | Private Equity Fund | $99.9M | $1.0M | 13 |
| ATLANTIC STREET CAPITAL III, LP | Private Equity Fund | $334.2M | $5.0M | 21 |
| ATLANTIC STREET CAPITAL IV, LP | Private Equity Fund | $684.5M | $5.0M | 39 |
| ATLANTIC STREET CAPITAL V, LP | Private Equity Fund | $558.2M | $0.6M | 43 |
| SHINE CONTINUATION FUND, LP | Private Equity Fund | $660.7M | $0.2M | 37 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILKINS, ANDREW, CHARLES | Individual | – | MANAGING PARTNER & CHIEF INVESTMENT OFFICER | 01/2009 | 50-75% |
| SHABECOFF, PETER, JOHN | Individual | – | MANAGING PARTNER | 04/2009 | 25-50% |
| ROSKEN, IRIS, BETH | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2011 | < 5% |
| DRUCE, PHILLIP, NICHOLAS | Individual | – | PARTNER | 12/2018 | < 5% |
| BROWN, CRISTIN, HEATHER | Individual | – | CHIEF FINANCIAL OFFICER | 06/2021 | < 5% |