⚲
|
AtlasMark Financial Inc
✚
|
|
---|---|
CRD # | 152635 |
SEC # | 801-107434 |
CIK # | |
AUM | $647.9 MM (2024-05-08) |
Employees | 9 (11% Investors, 0% Brokers) |
Phone | 512-258-4040 |
Address | 12466 Los Indios Trail Austin, TX 78729 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
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 |