|
⚲
|
| Keyboard |
| Atria Investments Inc
✚
|
|
|---|---|
| CRD # | 143593 |
| SEC # | 801-67829 |
| CIK # | 0001113802, 0001535865 |
| AUM | 11.05 B (2026-03-17) |
| Employees | 60 (25% Investors, 0% Brokers) |
| Phone | 888-295-8351 |
| Address | 2825 South Blvd Charlotte, NC 28209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 113 | 11.0 |
| (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 | 31,684 | 11.0 |
| By Discretionary | ||
| Discretionary | 31,684 | 11.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 31,684 | 11.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.0 | |
| Total | 31,684 | 11.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001535865] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.2B |
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Longview Partners LLP
✚
|
11.51 B | |
|
Guinness Asset Management Limited
✚
|
11.43 B | |
|
BNY Mellon ETF Investment Adviser LLC
✚
|
MA | 11.10 B |
|
UBS Asset Management Credit Investments Group UK Ltd
✚
|
11.05 B | |
|
Schroder Investment Management Japan Limited
✚
|
11.01 B | |
|
Ballyrock Investment Advisors LLC
✚
|
MA | 10.99 B |
|
Morgan Stanley Investment Management Company
✚
|
10.94 B | |
|
RPA Financial LLC
✚
|
CA | 10.88 B |
|
First Sentier Investors Singapore
✚
|
10.84 B | |
|
Loop Capital Asset Management - TCH LLC
✚
|
FL | 10.81 B |