|
⚲
|
| Atlantic Capital Strategies Inc
✚
|
|
|---|---|
| CRD # | 146725 |
| SEC # | 801-69289 |
| CIK # | |
| AUM | $2.6 BB (2023-02-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 781-276-4966 |
| Address | 8 Birchwood Drive Bedford, MA 01730 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 15 | 2.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 2.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 17 | 2.6 |
| Total | 17 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 17 | 2.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JAHD Management Company LLC
✚
|
MA | 2.7 |
|
Five Arrows Managers North America LLC
✚
|
CA | 2.7 |
|
Resolution Capital US Limited
✚
|
NY | 2.6 |
|
Unigestion US Ltd
✚
|
NJ | 2.6 |
|
Meridian Credit Management LLC
✚
|
NC | 2.6 |
|
Pacific Financial Group LLC
✚
|
CA | 2.6 |
|
Halseypoint Asset Management LLC
✚
|
CA | 2.6 |
|
AlphaEngine Global Investment Solutions LLC
✚
|
TX | 2.6 |
|
Rational Advisors Inc
✚
|
PR | 2.6 |
|
Upfront Ventures Management LLC
✚
|
CA | 2.6 |