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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| AtlasMark Financial Inc
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|---|---|
| CRD # | 152635 |
| SEC # | 801-107434 |
| CIK # | |
| AUM | $224.3 M (2025-07-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 512-270-2900 |
| Address | 12466 Los Indios Trail Austin, TX 78729 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | AtlasMark Fund LP | [2021-04-27] | 11.6 | 7.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 31.0 |
| (b) Individuals (high net worth individuals) | 34 | 164.9 |
| (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 | 12 | 14.5 |
| (h) Charitable organizations | 3 | 13.6 |
| (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 | 3 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 409 | 224.3 |
| By Discretionary | ||
| Discretionary | 409 | 224.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 409 | 224.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.3 | |
| Total | 409 | 224.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Erik Anderson | 79 | ||
| AtlasMark Fund GP LLC | 1 | ||
| AtlasMark Financial Inc | 1 |
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