AtlasMark Financial Inc

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Assets, Funds, Holdings

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AtlasMark Financial Inc
CRD #152635
SEC #801-107434
CIK #
AUM $647.9 MM (2024-05-08)
Employees 9 (11% Investors, 0% Brokers)
Phone512-258-4040
Address12466 Los Indios Trail
Austin, TX 78729
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
80064048032016002010201520202025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF AtlasMark Fund LP [2021-04-27] 11.6 7.5
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 4,221 204.3
(b) Individuals (high net worth individuals) 47 108.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 130 292.2
(h) Charitable organizations 6 30.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 12.7
(n) Other 0 0.0
Total 4,409 647.9
By Discretionary
Discretionary 4,404 640.8
Non-Discretionary 5 7.2
Total 4,409 647.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 647.9
Total 4,409 647.9
Form D Directors # Filings # Firms 2011 - 2024
Erik Anderson 71
AtlasMark Fund GP LLC 1
AtlasMark Financial Inc 1
Comparable Firms State AUM ($BB)
Dudley & Shanley Inc
FL 0.7
Chesapeake Asset Management LLC
NY 0.7
Alden Capital Management Inc
PA 0.7
Drake Capital Advisors LLC
CT 0.7
Night Owl Capital Management LLC
CT 0.7
Frontier Global Partners LLC
CA 0.7
Fort Sheridan Advisors LLC
IL 0.6
Knightsbridge Asset Management LLC
CA 0.6
Synergy Fund Management Group Limited
0.6
Advisory Research Inc
IL 0.6
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