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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

ATALAN CAPITAL PARTNERS, LP

CRD 226714

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:09eb7f19-fa57-0ee9-3bfb-77e4432791e5

Data as of Apr 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 7
On other graphs: 0
Observed: Jun 23, 2015 to Apr 27, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $3.3BItem 5.F on the latest filing (2026-04-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.3B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 6
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $3.3B
SEC number: 801-100443
CIK: 1662906
CRD: 226714
Filings on the tape: 19
First filed: Jun 23, 2015
Latest filed: Apr 27, 2026
Organised: Limited Partnership, DE
Website: atalancap.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ATALAN MASTER FUND, LP	Hedge Fund	$2.4B	Apr 29, 2024	116	Oct 21, 2015	reported	021-245644

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ATALAN CAPITAL PARTNERS (GP), LLC	GENERAL PARTNER	Na	yes	12/2014	Jun 23, 2015	Apr 29, 2024
SCHRUBBE, BRYAN, R	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	Na	yes	02/2015	Jun 23, 2015	Apr 29, 2024
SMITH, ROGER, GRANT	CHIEF OPERATING OFFICER	Na	yes	01/2021	Mar 30, 2021	Apr 29, 2024
THOMAS, DAVID, RANDOLPH	MANAGING MEMBER	E	yes	12/2014	Jun 23, 2015	Apr 29, 2024
THOMAS, DAVID, RANDOLPH	MANAGING PARTNER	E	yes	12/2014	Jun 23, 2015	Apr 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ATALAN GP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 11 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 27, 2026	$3.3B	$3.3B	7	5	0	2	n/a
2024	Apr 28, 2025	$2.4B	$2.4B	7	5	0	1	n/a
2023	Mar 27, 2024	$2.4B	$2.4B	7	5	0	1	$2.4B
2022	Mar 30, 2023	$2.2B	$2.2B	7	5	0	1	$2.2B
2021	Mar 30, 2022	$2.7B	$2.7B	7	5	0	1	$2.7B
2020	Mar 30, 2021	$2.0B	$2.0B	7	5	0	1	$2.0B
2019	Mar 27, 2020	$1.7B	$1.7B	7	5	0	1	$1.7B
2018	Mar 26, 2019	$908M	$908M	6	4	0	1	$908M
2017	Mar 29, 2018	$655M	$655M	6	4	0	1	$655M
2016	Mar 30, 2017	$374M	$374M	6	4	n/a	1	$374M
2015	Mar 29, 2016	$282M	$282M	6	4	n/a	1	$282M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.3B	$2.4B	37.0%	$2.2B	13.9%	7	7	0	0

Relationships

Advises (1)

→ ATALAN MASTER FUND, LPPrivate fundHedge Fund, IA
Oct 21, 2015 to presentfactForm ADV

Controls (4)

← THOMAS, DAVID, RANDOLPHOwnerMANAGING MEMBER, ownership code E, individual
Jun 23, 2015 to Apr 29, 2024factForm ADV
← SMITH, ROGER, GRANTOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 30, 2021 to Apr 29, 2024factForm ADV
← SCHRUBBE, BRYAN, ROwnerCHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 23, 2015 to Apr 29, 2024factForm ADV
← ATALAN CAPITAL PARTNERS (GP), LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Jun 23, 2015 to Apr 29, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Atalan Capital Partners, Lp reported RAUM $3.3B, up 37% from $2.4B (2025-10-31 to 2026-03-30)
Form ADVobserved 5 days ago
$889M
Occurred
Mar 30, 2022
Regulatory AUM changed
Atalan Capital Partners, Lp reported RAUM $2.7B, up 33% from $2.0B (2021-03-30 to 2022-03-30)
Form ADVobserved 5 days ago
$674M
Occurred
Mar 30, 2021
Control person joined
Grant Roger Smith (Chief Operating Officer) appeared on Schedule A of Atalan Capital Partners, Lp
Form ADVobserved 5 days ago
Occurred
Mar 27, 2020
Regulatory AUM changed
Atalan Capital Partners, Lp reported RAUM $1.7B, up 84% from $908.1M (2019-03-26 to 2020-03-27)
Form ADVobserved 5 days ago
$759M
Occurred
Mar 26, 2019
Regulatory AUM changed
Atalan Capital Partners, Lp reported RAUM $908.1M, up 39% from $654.8M (2018-08-23 to 2019-03-26)
Form ADVobserved 5 days ago
$253M
Occurred
Mar 29, 2018
Regulatory AUM changed
Atalan Capital Partners, Lp reported RAUM $654.8M, up 75% from $373.7M (2017-03-30 to 2018-03-29)
Form ADVobserved 5 days ago
$281M
Occurred
Jun 23, 2015
First Form ADV filing
Atalan Capital Partners, Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:09eb7f19-fa57-0ee9-3bfb-77e4432791e5
First observed: Jun 23, 2015
Last observed: Apr 27, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ATALAN CAPITAL PARTNERS, LP

CRD 226714

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:09eb7f19-fa57-0ee9-3bfb-77e4432791e5

Data as of Apr 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:01 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ATALAN MASTER FUND, LP

Hedge Fund

$2.4B

Apr 29, 2024

116

Oct 21, 2015

reported

021-245644

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ATALAN CAPITAL PARTNERS (GP), LLC

GENERAL PARTNER

yes

12/2014

Jun 23, 2015

Apr 29, 2024

SCHRUBBE, BRYAN, R

CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER

yes

02/2015

Jun 23, 2015

Apr 29, 2024

SMITH, ROGER, GRANT

CHIEF OPERATING OFFICER

yes

01/2021

Mar 30, 2021

Apr 29, 2024

THOMAS, DAVID, RANDOLPH

MANAGING MEMBER

yes

12/2014

Jun 23, 2015

Apr 29, 2024

THOMAS, DAVID, RANDOLPH

MANAGING PARTNER

yes

12/2014

Jun 23, 2015

Apr 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ATALAN GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 27, 2026

$3.3B

n/a

2024

Apr 28, 2025

$2.4B

n/a

2023

Mar 27, 2024

$2.4B

2022

Mar 30, 2023

$2.2B

2021

Mar 30, 2022

$2.7B

2020

Mar 30, 2021

$2.0B

2019

Mar 27, 2020

$1.7B

2018

Mar 26, 2019

$908M

2017

Mar 29, 2018

$655M

2016

Mar 30, 2017

$374M

n/a

$374M

2015

Mar 29, 2016

$282M

n/a

$282M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.3B

$2.4B

37.0%

$2.2B

13.9%