ATLAS SQUARE PARTNERS LLP
Adviser information for ATLAS SQUARE PARTNERS LLP last updated from Form ADV on June 21st, 2023. 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 Partnership |
|---|---|
| Fiscal Year End | MARCH |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| 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 | 1 | $189.3M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $189.3M |
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 | 0 | $0 |
| 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 | 1 | $189.3M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-108824 |
|---|---|
| SEC ERA File Number | 801-108824 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284557 |
| Legal Entity Identifier | 213800B5SHIDBX1JDD46 |
Principal Office
KENSINGTON PAVILION,96 KENSINGTON HIGH STREET
LONDON
United Kingdom
Monday - Friday, 09:00 - 17:30
Tel: +44 (0) 20 3866 4683, Fax: None
Chief Compliance Officer
NICK ILLSLEY
CHIEF OPERATING OFFICER
KENSINGTON PAVILION,
96 KENSINGTON HIGH STREET
LONDON
United Kingdom
Tel:
+44 (0) 203 866 4683
N*@***************M
(Full email address available in API data)
Regulatory Contact
KAMAL MARCHOUDI
CHIEF INVESTMENT OFFICER
KENSINGTON PAVILION,
96 KENSINGTON HIGH STREET
LONDON
United Kingdom
Tel:
+44 (0) 20 3866 4683
K*@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARCHOUDI, KAMAL | Individual | – | CHIEF INVESTMENT OFFICER | 12/2015 | > 75% |
| ATLAS SQUARE PARTNERS SERVICES LIMITED | Foreign Entity | – | CORPORATE MEMBER | 06/2016 | < 5% |
| ATLAS SQUARE PARTNERS (CAYMAN) LTD | Foreign Entity | ATLAS SQUARE PARTNERS SERVICES LIMITED | SHAREHOLDER | 06/2016 | > 75% |
| ILLSLEY, NICK | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2017 | < 5% |