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Atlantic Capital Strategies Inc
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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
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|
NY | 2.6 |
Unigestion US Ltd
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|
NJ | 2.6 |
Meridian Credit Management LLC
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|
NC | 2.6 |
Pacific Financial Group LLC
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|
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 |