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CRD 169302
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ATERIAN INVESTMENT PARTNERS IV, LP | Private Equity Fund | $634M | Mar 30, 2024 | 43 | Mar 31, 2022 | reported | 021-411451 |
| ATERIAN OPPORTUNITIES II, LP | Private Equity Fund | $456M | Mar 30, 2024 | 47 | Mar 30, 2024 | reported | 021-492723 |
| ATERIAN INVESTMENT PARTNERS III, LP | Private Equity Fund | $398M | Mar 30, 2024 | 21 | Mar 30, 2019 | reported | 021-315852 |
| ATERIAN INVESTMENT PARTNERS II, LP | Private Equity Fund | $391M | Mar 30, 2024 | 30 | Nov 19, 2013 | reported | 021-206790 |
| ATERIAN INVESTMENT PARTNERS IV-A, LP | Private Equity Fund | $216M | Mar 30, 2024 | 27 | Mar 31, 2022 | reported | 021-411451 |
| ATERIAN INVESTMENT PARTNERS III-A, LP | Private Equity Fund | $60.6M | Mar 30, 2024 | 10 | Mar 30, 2019 | reported | 021-315853 |
| ATERIAN OPPORTUNITIES I, LP | Private Equity Fund | $35.9M | Mar 30, 2024 | 6 | Mar 31, 2023 | reported | 021-463234 |
| ATERIAN CO-INVEST I, L.P. | Private Equity Fund | $2.0M | Mar 31, 2023 | 4 | Nov 19, 2013 | reported | n/a |
| ATERIAN INVESTMENT PARTNERS DISTRESSED OPPORTUNITIES, L.P. | Private Equity Fund | $570,577 | Mar 31, 2023 | 8 | Nov 19, 2013 | reported | n/a |
| ATERIAN INVESTMENT PARTNERS II-A, LP | Private Equity Fund | $0 | Nov 19, 2013 | 0 | Nov 19, 2013 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ATERIAN INVESTMENT MANAGEMENT, LLC | GENERAL PARTNER OF ATERIAN INVESTMENT MANAGEMENT, LP | E | yes | 08/2013 | Nov 19, 2013 | Mar 30, 2024 |
| BETHEA, BRANDON, CHARLES | PRINCIPAL/MEMBER | C | yes | 08/2013 | Nov 19, 2013 | Mar 30, 2024 |
| BETHEA, BRANDON, CHARLES | PRINCIPAL/LIMITED PARTNER OF ATERIAN INVESTMENT MANAGEMENT, LP | C | yes | 08/2013 | Nov 19, 2013 | Mar 30, 2024 |
| FIELDSTONE, MICHAEL, BENJAMIN | PRINCIPAL/MEMBER | C | yes | 08/2013 | Nov 19, 2013 | Mar 30, 2024 |
| FIELDSTONE, MICHAEL, BENJAMIN | PRINCIPAL/LIMITED PARTNER OF ATERIAN INVESTMENT MANAGEMENT, LP | C | yes | 08/2013 | Nov 19, 2013 | Mar 30, 2024 |
| THOMAS, CHRISTOPHER, HERBERT | PRINCIPAL/LIMITED PARTNER OF ATERIAN INVESTMENT MANAGEMENT, LP | C | yes | 08/2013 | Nov 19, 2013 | Mar 30, 2024 |
| THOMAS, CHRISTOPHER, HERBERT | PRINCIPAL/MEMBER | C | yes | 08/2013 | Nov 19, 2013 | Mar 30, 2024 |
| BOIDY, JILLIAN, LINDA | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | Na | no | 02/2018 | Feb 22, 2018 | Mar 30, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ATERIAN INVESTMENT PARTNERS GP II, LP | n/a | n/a | n/a | N | yes | n/a |
| ATERIAN INVESTMENT PARTNERS GP III, LP | n/a | n/a | n/a | N | yes | n/a |
| ATERIAN INVESTMENT PARTNERS GP IV, LP | n/a | n/a | n/a | N | yes | n/a |
| ATERIAN OPPORTUNITIES GP I, LP | n/a | n/a | n/a | N | yes | n/a |
| ATERIAN OPPORTUNITIES GP II, LP | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| CORAL GABLES | FL | United States | 5 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.7B | $1.7B | 22 | 17 | 1 | 7 | n/a |
| 2024 | Mar 28, 2025 | $2.0B | $2.0B | 21 | 16 | 1 | 7 | n/a |
| 2023 | Mar 30, 2024 | $2.2B | $2.2B | 29 | 18 | 1 | 7 | $2.2B |
| 2022 | Mar 31, 2023 | $2.1B | $2.1B | 27 | 17 | 1 | 8 | $2.1B |
| 2021 | Mar 31, 2022 | $2.0B | $2.0B | 23 | 20 | 1 | 7 | $2.0B |
| 2020 | Mar 31, 2021 | $1.1B | $1.1B | 18 | 15 | 1 | 5 | $1.1B |
| 2019 | Mar 30, 2020 | $781M | $781M | 20 | 17 | 1 | 5 | $781M |
| 2018 | Mar 30, 2019 | $820M | $820M | 15 | 13 | 1 | 5 | $820M |
| 2017 | Mar 30, 2018 | $382M | $382M | 14 | 12 | 1 | 3 | $382M |
| 2016 | Mar 31, 2017 | $382M | $382M | 13 | 12 | n/a | 3 | $382M |
| 2015 | Mar 30, 2016 | $394M | $394M | 8 | 7 | n/a | 3 | $394M |
| 2014 | Mar 31, 2015 | $371M | $371M | 8 | 7 | n/a | 3 | $371M |
| 2013 | Mar 31, 2014 | $407M | $407M | 9 | 7 | n/a | 3 | $407M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.7B | $2.0B | -15.8% | $2.1B | -7.2% | 22 | 21 | 1 | 1 |