ATLAS INFRASTRUCTURE

ATLAS INFRASTRUCTURE PARTNERS (UK) LTD Legal Name

Adviser information for ATLAS INFRASTRUCTURE last updated from Form ADV on October 2nd, 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 Company
Fiscal Year End JUNE
Legal Location United Kingdom

Employees

Total Number of Employees 25
Investment Advisory/Research 18
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 4 $2.3B
Non-Discretionary 0 $0
Total 4 $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 3 $2.2B
Pension and profit sharing plans <5 $100.7M
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 4
No. of Non-U.S. Clients 100

Services

Advisory Services Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-110882
SEC ERA File Number 801-110882
SEC CIK Numbers 1924953
SEC CRD Numbers 288560
Legal Entity Identifier 213800MRQPUIUDTU6729

Principal Office

25 WATLING STREET
3RD FLOOR
LONDON
United Kingdom
Monday - Friday, 9:00 AM - 5:00 PM
Tel: +44 20 3890 4700, Fax: None

Chief Compliance Officer

CARL CHAMBERS
25 WATLING STREET
3RD FLOOR
LONDON
United Kingdom
Tel: +44 20 3890 4709
(Full email address available in API data)

Industry Affiliates

ATLAS INFRASTRUCTURE (AUSTRALIA) PTY LTD. Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
AMX UCITS CCF - ATLAS - GLOBAL INFRASTRUCTURE CCF $166.6M $0.1M 133
ATLAS GLOBAL INFRASTRUCTURE FUND UCITS FUND $2,228.3M $0.1M 133
MERCER SUSTAINABLE LISTED INFRASTRUCTURE UCITS CCF CCF $25.1M $0.1M 133

Control Persons

Name Type Entity Title Since Ownership
BENTLEY, DAVID, FRANCIS Individual PARTNER 02/2017 < 5%
CHISHOLM, RODERICK, GREGORY Individual PARTNER 02/2017 < 5%
GIP ATLAS HOLDINGS LIMITED Foreign Entity OWNER 02/2017 > 75%
CHAMBERS, CARL, ANTHONY Individual CHIEF COMPLIANCE OFFICER 07/2017 < 5%
KIRWAN-TAYLOR, CHARLES, PATRICK Individual EXECUTIVE CHAIRMAN 05/2017 < 5%
GIM ATLAS LLC Foreign Entity GIP ATLAS HOLDINGS LIMITED OWNER 01/2018 50-75%
GLOBAL INFRASTRUCTURE MANAGEMENT PARTICIPATION LLC Foreign Entity GIM ATLAS LLC OWNER 01/2018 > 75%
Joyner, Clinton, Leigh Individual PARTNER & CHIEF OPERATING OFFICER 03/2018 < 5%
HARRIS, MATTHEW, CAREY Individual GLOBAL INFRASTRUCTURE MANAGEMENT PARTICIPATION LLC MANAGER 12/2011
OGUNLESI, ADEBAYO, OLUSEGU Individual GLOBAL INFRASTRUCTURE MANAGEMENT PARTICIPATION LLC MANAGER 12/2011
WOODBURN, WILLIAM Individual GLOBAL INFRASTRUCTURE MANAGEMENT PARTICIPATION LLC MANAGER 12/2011
MCGHEE, MICHAEL, JOHN Individual GLOBAL INFRASTRUCTURE MANAGEMENT PARTICIPATION LLC MANAGER 05/2017
RAO, RAJARAM Individual GLOBAL INFRASTRUCTURE MANAGEMENT PARTICIPATION LLC MANAGER 01/2019

No. Employees, Historic

3015020192020202120222023202417 on 5/7/201917 on 6/14/201916 on 9/26/201918 on 9/18/202018 on 3/2/202118 on 9/17/202122 on 9/21/202222 on 9/27/202222 on 11/8/202225 on 10/2/2023

RAUM, Historic

3B2B020192020202120222023202411981543 on 5/7/201911981543 on 6/14/201995264908 on 9/26/2019580506204 on 9/18/2020580506204 on 3/2/20211345582755 on 9/17/20211845713000 on 9/21/20221845713000 on 9/27/20221845713000 on 11/8/20222328940154 on 10/2/2023

No. Clients, Historic

10502019202020212022202320241 on 5/7/20191 on 6/14/20191 on 9/26/20191 on 9/18/20201 on 3/2/20211 on 9/17/20211 on 9/21/20221 on 9/27/20221 on 11/8/20224 on 10/2/2023

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AVANGRID INC COM 233M 7M
CONSOLIDATED EDISON INC COM 25M 284K
EDISON INTL COM 368M 5M
EXELON CORP COM 185M 5M
PINNACLE WEST CAP CORP COM 251M 3M
PORTLAND GEN ELEC CO COM NEW 141M 3M