ATOMIC INVEST LLC
Adviser information for ATOMIC INVEST LLC last updated from Form ADV on March 31st, 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 | 20 |
|---|---|
| Investment Advisory/Research | 19 |
| Registered Broker-Dealer Representatives | 7 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 31 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,631 | $272.5M |
| Non-Discretionary | 852 | $1.3B |
| Total | 2,483 | $1.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,259 | $8.0M |
| 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 | 11 | $884,018 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 6 | $36.5M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1,207 | $1.5B |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 2 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 1.5B |
| Portfolio Manager to Program | Sponsor |
|---|---|
| ATOMIC WRAP FEE PROGRAM | ATOMIC INVEST LLC |
Identifiers
| SEC RIA File Number | 801-121121 |
|---|---|
| SEC ERA File Number | 801-121121 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313255 |
| Legal Entity Identifier | None |
Principal Office
107 GREENWICH ST21ST FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM - 5PM
Tel: 212-419-5036, Fax: None
Websites
Chief Compliance Officer
CATHERINE MAKSTENIEKS
107 GREENWICH STREET
21ST FLOOR
NEW YORK
NY
United States
Tel:
630.207.6346
K********@*************M
(Full email address available in API data)
Regulatory Contact
ERIN HARRIS
COMPLIANCE
107 GREENWICH STREET
21ST FLOOR
NEW YORK
NY
United States
Tel:
815-954-3531
E**********@*************M
(Full email address available in API data)
Industry Affiliates
| ATOMIC BROKERAGE LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ATOMICVEST, INC. | Domestic Entity | – | MEMBER | 02/2021 | 50-75% |
| ATOMIC GROUP LLC | Domestic Entity | – | MEMBER | 02/2021 | 50-75% |
| ATOMICVEST INC. | Domestic Entity | ATOMIC GROUP LLC | SOLE MANAGER | 02/2021 | > 75% |
| Dindi, David, Nyenzo | Individual | – | CHIEF EXECUTIVE OFFICER | 02/2021 | < 5% |
| Dindi, David, Nyenzo | Individual | ATOMICVEST, INC. | MEMBER | 02/2021 | 25-50% |
| MAKSTENIEKS, CATHERINE, ANN | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2023 | < 5% |