|
⚲
|
| Atlantic Capital Strategies Inc
✚
| |
|---|---|
| CRD # | 146725 |
| SEC # | 801-69289 |
| CIK # | |
| AUM | $2.5 BB (2024-06-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 781-276-4966 |
| Address | 8 Birchwood Drive Bedford, MA 01730 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 15 | 2.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 2.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 17 | 2.5 |
| Total | 17 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 17 | 2.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Enhanced PK Services LLC
✚
|
PR | 2.6 |
|
Clearbridge Investments North America PTY Limited
✚
|
2.6 | |
|
FS Fund Advisor LLC
✚
|
PA | 2.6 |
|
KBS Capital Advisors LLC
✚
|
CA | 2.6 |
|
Bondbloxx Investment Management Corporation
✚
|
CA | 2.5 |
|
Apollo Investment Management LP
✚
|
NY | 2.5 |
|
Jefferies Credit Management LLC
✚
|
NY | 2.5 |
|
Everence Capital Management Inc
✚
|
IN | 2.5 |
|
Sound Point Commercial Real Estate Finance LLC
✚
|
NY | 2.4 |
|
Alinda Capital Partners Ltd
✚
|
CT | 2.4 |