ATLAS PRINCIPALS, LLC
Adviser information for ATLAS PRINCIPALS, LLC last updated from Form ADV on March 17th, 2023. 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
532 GOVERNOR MORRISON STREETSUITE 200
CHARLOTTE
NC
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 704-469-6349, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| THE SNOWBALL MASTER FUND LTD. | Hedge Fund | $27.6M | $0.5M | 43 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Wilfong, Seth, Martyn | Individual | – | CO-FOUNDER AND CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | 02/2009 | < 5% |
| Wilfong, Shawn, Michael | Individual | – | CO-FOUNDER AND PORTFOLIO MANAGER | 02/2009 | < 5% |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | Domestic Entity | – | MEMBER | 04/2014 | 50-75% |
| Wilfong, Seth, Martyn | Individual | AD INFINITUM GST TRUST U/A/D 03/26/2014 | TRUSTEE | 04/2014 | |
| Wilfong, Shawn, Michael | Individual | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | TRUSTEE | 04/2014 | |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | Domestic Entity | – | MEMBER | 04/2014 | 50-75% |
No. Employees, Historic
Holdings
From latest 13F, filed November 14th, 2022 for period ending September 30th, 2022
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| N/A | N/A | 0 | 0 | – |