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| Happy Holidays!! thanks for using AUM13F!! |
| Atria Investments Inc
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|---|---|
| CRD # | 143593 |
| SEC # | 801-67829 |
| CIK # | 0001535865 |
| AUM | $10.4 B (2025-04-16) |
| Employees | 60 (25% Investors, 0% Brokers) |
| Phone | 888-295-8351 |
| Address | 2825 South Blvd Charlotte, NC 28209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| VISA Inc | 0.1 | ||
| Netflix Inc | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| View All | |||
| Holdings by Sector ($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 | 123 | 10.4 |
| (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 | 32,716 | 10.4 |
| By Discretionary | ||
| Discretionary | 32,716 | 10.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 32,716 | 10.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.4 | |
| Total | 32,716 | 10.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001535865] |
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