ATLANTIC INVESTMENT MANAGEMENT, INC
Adviser information for ATLANTIC INVESTMENT MANAGEMENT, INC last updated from Form ADV on March 18th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 4 |
| 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 | 9 | $370.5M |
| Non-Discretionary | 0 | $0 |
| Total | 9 | $370.5M |
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 | 8 | $335.7M |
| 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 | 1 | $34.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 42 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
1301 AVENUE OF THE AMERICAS, 38TH FLOORNEW YORK
NY
United States
Monday - Friday, 8AM - 6PM
Tel: 212-484-5050, Fax: 212-484-5060
Chief Compliance Officer
EDWARD MIN
1301 AVENUE OF THE AMERICAS, 38TH FLOOR
NEW YORK
NY
United States
Tel:
212-484-5050
Fax:
212-484-5060
M**@*********************T
(Full email address available in API data)
Industry Affiliates
| ALEXANDER J. ROEPERS HOLDINGS, LLC. | Sponsor, GP, manager of pooled investment vehicles |
| ALEXANDER J. ROEPERS, LLC. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CAMBRIAN EUROPE MASTER FUND SPC, LTD. | Hedge Fund | $59.9M | $1.0M | 11 |
| CAMBRIAN GLOBAL MASTER FUND, LTD. | Hedge Fund | $110.4M | $1.0M | 25 |
| CAMBRIAN JAPAN MASTER FUND, LTD. | Hedge Fund | $31.0M | $1.0M | 11 |
| CAMBRIAN MASTER FUND, LTD. | Hedge Fund | $134.4M | $1.0M | 56 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROEPERS, ALEXANDER, J | Individual | – | PRESIDENT AND CHIEF INVESTMENT OFFICER | 01/1988 | > 75% |
| AJR 2012 REVOCABLE TRUST | Domestic Entity | – | ATLANTIC IS OWNED 100% BY A TRUST FOR THE BENEFIT OF ALEXANDER J. ROEPERS AND MEMBERS OF HIS FAMILY. | 01/2016 | > 75% |
| MIN, EDWARD | Individual | – | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | 07/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| EASTMAN CHEM CO | COM | 36M | 368K | – |
| HUNTSMAN CORP | COM | 5M | 200K | – |
| TIMKEN CO | COM | 3M | 40K | – |
| FLOWSERVE CORP | COM | 13M | 270K | – |
| WESCO INTL INC | COM | 27M | 168K | – |
| TEREX CORP NEW | COM | 29M | 531K | – |
| WEATHERFORD INTL PLC | ORD SHS | 30M | 243K | – |
| GOODYEAR TIRE & RUBR CO | COM | 15M | 1M | – |
| ASHLAND INC | COM | 6M | 60K | – |
| PATTERSON-UTI ENERGY INC | COM | 22M | 2M | – |
| CHART INDS INC | COM | 10M | 70K | – |
| APTIV PLC | SHS | 27M | 377K | – |