ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC
Adviser information for ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 27th, 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 | 14 |
|---|---|
| Investment Advisory/Research | 13 |
| 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 | 5 | $520.0M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $520.0M |
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 | 5 | $520.0M |
| 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 | 20 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Performance-based feesMGMT FEE BASED ON % OF COMMIT CAP.; RE ACQ. FEE % OF ACQ. COST |
Identifiers
| SEC RIA File Number | 801-80057 |
|---|---|
| SEC ERA File Number | 801-80057 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163428 |
| Legal Entity Identifier | None |
Principal Office
525 SEVENTH AVENUESUITE 1904
NEW YORK
NY
United States
Monday - Friday, 9AM-5PM
Tel: 212-381-7614, Fax: 917-591-9696
Websites
Chief Compliance Officer
NICOLETTA STATHAKOS
DIRECTOR
525 7TH AVE
SUITE 1904
NEW YORK
NY
United States
Tel:
212-381-7614
S********@****************M
(Full email address available in API data)
Regulatory Contact
BERNADETTE MURPHY
DEPUTY CHIEF COMPLIANCE OFFICER
GATEWAY CORPORATE CENTER
223 WILMINGTON WEST CHESTER PIKE, #216
CHADDS FORD
PA
United States
Tel:
908-451-8769
Fax:
(917)591-9696
B******@**************M
(Full email address available in API data)
Industry Affiliates
| BLUEGATE PARTNERS, LLC | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ATLANTIC CREEK REAL ESTATE FUND III, L.P. | Real Estate Fund | $128.8M | $5.0M | 56 |
| ATLANTIC CREEK REAL ESTATE FUND IV, L.P. | Real Estate Fund | $391.3M | $5.0M | 95 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SACHS, DANIEL, LEWIS | Individual | BLUEGATE PARTNERS, LLC | MEMBER | 05/2008 | 25-50% |
| BYLIN, ERIC, MOORE | Individual | BLUEGATE PARTNERS, LLC | MEMBER | 05/2008 | 25-50% |
| DELILLO, MARK, ALBERT | Individual | BLUEGATE PARTNERS, LLC | MEMBER | 05/2008 | 25-50% |
| FLORIDA CRYSTALS CORPORATION | Domestic Entity | ATLANTIC CAPITAL PROPERTY INVESTMENTS CORP. | SHAREHOLDER | 04/2011 | > 75% |
| FLORIDA CRYSTALS CORPORATION | Domestic Entity | BLUEGATE PARTNERS, LLC | MEMBER | 05/2008 | 25-50% |
| BLUEGATE PARTNERS, LLC | Domestic Entity | – | MANAGING MEMBER OF ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC | 05/2011 | 50-75% |
| ATLANTIC CAPITAL PROPERTY INVESTMENTS CORP. | Domestic Entity | – | MEMBER OF ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC | 05/2011 | 50-75% |
| FANJUL CORP. | Domestic Entity | FLORIDA CRYSTALS CORPORATION | SHAREHOLDER | 10/1997 | 50-75% |
| MURPHY, BERNADETTE | Individual | – | DIRECTOR | 10/2021 | < 5% |
| NICOLETTA, STATHAKOS | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2021 | < 5% |
| SACHS, DANIEL, LEWIS | Individual | – | MANAGING PARTNER | 05/2011 | < 5% |
| DELILLO, MARK, ALBERT | Individual | – | MANAGING PARTNER | 05/2011 | < 5% |
| BYLIN, ERIC, MOORE | Individual | – | MANAGING PARTNER | 05/2011 | < 5% |