Hedge Fund Database

ATLAS HOLDINGS LLC

ATLAS FRM LLC Legal Name

Adviser information for ATLAS HOLDINGS LLC last updated from Form ADV on March 28th, 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 63
Investment Advisory/Research 44
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 16 $8.5B
Non-Discretionary 0 $0
Total 16 $8.5B

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 16 $8.5B
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 AUMTRANSACTION FEES & MONITORING FEES

Identifiers

SEC RIA File Number 801-73745
SEC ERA File Number 801-73745
SEC CIK Numbers 1879898
SEC CRD Numbers 160610
Legal Entity Identifier None

Principal Office

100 NORTHFIELD STREET
GREENWICH
CT
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 203-622-9138, Fax: 203-622-0151

Websites

www.atlasholdingsllc.com

Chief Compliance Officer

MICHAEL O'DONNELL
GENERAL COUNSEL
100 NORTHFIELD STREET
GREENWICH
CT
United States
Tel: 203-983-7906
Fax: 203-622-0151
(Full email address available in API data)

Regulatory Contact

CHERI REEVE
CHIEF FINANCIAL OFFICER
100 NORTHFIELD STREET
GREENWICH
CT
United States
Tel: 203-883-8840
Fax: 203-622-0151
(Full email address available in API data)

Industry Affiliates

AII GP LLC Sponsor, GP, manager of pooled investment vehicles
ATLAS CAPITAL GP I CF LP Sponsor, GP, manager of pooled investment vehicles
ATLAS CAPITAL GP II LP Sponsor, GP, manager of pooled investment vehicles
ATLAS CAPITAL GP III LP Sponsor, GP, manager of pooled investment vehicles
ATLAS CAPITAL GP IV LP Sponsor, GP, manager of pooled investment vehicles
ATLAS CAPITAL GP LP Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
ATLAS CAPITAL RESOURCES (P) II LP Private Equity Fund $43.3M $10.0M 2
ATLAS CAPITAL RESOURCES (P) III LP Private Equity Fund $111.3M $0.1M 34
ATLAS CAPITAL RESOURCES (P) IV LP Private Equity Fund $79.4M $0.0M 72
ATLAS CAPITAL RESOURCES (P) LP Private Equity Fund $3.4M $2.0M 2
ATLAS CAPITAL RESOURCES I CF LP Private Equity Fund $530.2M $0.1M 21
ATLAS CAPITAL RESOURCES II LP Private Equity Fund $1,372.3M $0.1M 113
ATLAS CAPITAL RESOURCES III LP Private Equity Fund $2,958.7M $0.1M 148
ATLAS CAPITAL RESOURCES IV LP Private Equity Fund $3,184.5M $0.3M 300
ATLAS CAPITAL RESOURCES LP Private Equity Fund $137.4M $0.1M 57
ATLAS COMMERCIAL PARTNERS LLC SINGLE ASSET INVESTMENT VEHICLE $48.9M $0.0M 49
ATLAS FINCH INVESTORS LLC SINGLE ASSET INVESTMENT VEHICLE $31.6M $0.0M 43
ATLAS INNOVATION I LLC SINGLE ASSET INVESTMENT VEHICLE $8.7M $0.0M 28
ATLAS INNOVATION II LLC SINGLE ASSET INVESTMENT VEHICLE $7.4M $0.0M 33
ATLAS INNOVATION III LLC SERIES LIMITED LIABILTY COMPANY INVESTMENT VEHICLE $7.3M $0.0M 28
ATLAS INTERNATIONAL INVESTORS, LP Private Equity Fund $5.5M $0.1M 42
ATLAS MARCAL CO-INVEST LP Private Equity Fund $3.8M $0.1M 11

Control Persons

Name Type Entity Title Since Ownership
BURSKY, ANDREW, MAYER Individual – MANAGING PARTNER 12/2001 50-75%
FAZIO, TIMOTHY, JOSEPH Individual – MANAGING PARTNER 12/2001 50-75%
SCHUCH, PHILIP, EARL Individual – PARTNER 04/2003 < 5%
FLETCHER, EDWARD, JOSEPH Individual – PARTNER 07/2007 < 5%
HUDSON, JACOB, DIVINE Individual – MANAGING PARTNER 01/2019 < 5%
O'DONNELL, MICHAEL, PATRICK Individual – CHIEF COMPLIANCE OFFICER 01/2014 < 5%
ASTOR, SAM, GOLDLUST Individual – PARTNER 01/2015 < 5%
REEVE, CHERI, FAITH Individual – CHIEF FINANCIAL OFFICER 07/2015 < 5%
LAY, JEROME, ERIC Individual – PARTNER 12/2018 < 5%
Filippelli, David, Alan Individual – PARTNER 12/2018 < 5%
SQUIRE, JASON, MARK Individual – PARTNER 12/2018 < 5%
SHER, MICHAEL, WOLCHUCK Individual – PARTNER 12/2018 < 5%
Mahajan, Neil Individual – PARTNER 10/2020 < 5%

No. Employees, Historic

7035020202021202220232024202545 on 3/30/202043 on 3/31/202152 on 3/30/202252 on 4/27/202260 on 3/28/202360 on 6/12/202363 on 3/28/2024

RAUM, Historic

9B5B02020202120222023202420253823196304 on 3/30/20203760364090 on 3/31/20218193811868 on 3/30/20228193811868 on 4/27/20228819436043 on 3/28/20238819436043 on 6/12/20238533620892 on 3/28/2024

No. Clients, Historic

2010020202021202220232024202511 on 3/30/202012 on 3/31/202115 on 3/30/202215 on 4/27/202216 on 3/28/202316 on 6/12/202316 on 3/28/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
APTARGROUP INC COM 3M 20K 3,4
INTERNATIONAL PAPER CO COM 157M 4M 1,2,3,4
LL FLOORING HOLDINGS INC COM 543K 380K 1,2,3,4
MERCER INTL INC COM 27M 3M 1,2,3,4
PACKAGING CORP AMER COM 7M 40K 1,2,3,4
SUZANO S A SPON ADS 127M 12M 1,2,3,4
SYLVAMO CORP COMMON STOCK 433M 6M 1,2,3,4