ATL ADVISOR LP
Adviser information for ATL ADVISOR LP last updated from Form ADV on March 29th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 18 |
|---|---|
| Investment Advisory/Research | 9 |
| 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 | 6 | $1.4B |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $1.4B |
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 | 6 | $1.4B |
| 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 | 10 |
| No. of Non-U.S. Clients | 33 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-80754 |
|---|---|
| SEC ERA File Number | 801-80754 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173866 |
| Legal Entity Identifier | None |
Principal Office
245 PARK AVENUE38TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM-5PM
Tel: 212-497-1381, Fax: 212-497-1373
Websites
Chief Compliance Officer
CANDICE RICHARDS
COMPLIANCE OFFICER
245 PARK AVENUE
38TH FLOOR
NEW YORK
NY
United States
Tel:
212 497 1381
Fax:
212 497 1373
C********@**************M
(Full email address available in API data)
Industry Affiliates
| ATL II ASSOCIATES LLC | Sponsor, GP, manager of pooled investment vehicles |
| ATL II ROCK IT AIV GP LTD. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AEROSPACE, TRANSPORTATION AND LOGISTICS FUND II LP | Private Equity Fund | $505.0M | $2.0M | 31 |
| ATL II ARRIVE CO-INVEST LP | Private Equity Fund | $190.1M | $0.0M | 3 |
| ATL II ARRIVE CO-INVEST-B LP | Private Equity Fund | $140.0M | $0.0M | 12 |
| ATL II ROCK IT AIV LP | Private Equity Fund | $216.3M | $0.0M | 31 |
| ATL II ROCK IT CO-INVEST LP | Private Equity Fund | $200.0M | $0.0M | 10 |
| ATL II VALENCE CO-INVEST LP | Private Equity Fund | $44.5M | $0.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TAI TAM LLC | Domestic Entity | – | GENERAL PARTNER | 09/2014 | > 75% |
| RICHARDS, CANDICE, MICHELLE | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2014 | < 5% |
| NASH, FRANK, VINCENT | Individual | TAI TAM LLC | MEMBER | 09/2014 | > 75% |
| NASH, FRANK, VINCENT | Individual | – | CHIEF EXECUTIVE OFFICER | 09/2014 | < 5% |
| ATL UGP LLC | Domestic Entity | – | MANAGING MEMBER | 03/2018 | > 75% |