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ATFS ADVISERS LLC, CRD 324191
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOSHUA AARON PERLMUTTER | n/a | FRISCO, TX | Chicago, IL | 2 | 10 | 3 | no |
| Cody Ryan Terrion | n/a | Wynnewood, PA | FRISCO, TX | 2 | 12 | 1 | no |
| Kristian Delan Mtetwa | n/a | El Segundo, CA | FRISCO, TX | Smyrna, TN | 1 | 13 | 2 | no |
| Alex Gregory Goldstein | n/a | FRISCO, TX | West Palm Beach, FL | 1 | 12 | 3 | no |
| Wayne Goldstein | n/a | Wellington, FL | FRISCO, TX | 1 | 20 | 1 | no |
| Sohrab Mirzabeigifini | Certified Financial Planner | FRISCO, TX | San Diego , CA | 0 | 11 | n/a | no |
| Soren Elizabeth Schwan | n/a | FRISCO, TX | Lincoln , NE | 0 | 10 | 1 | no |
| Malena M Farach | n/a | Lehigh Acres, FL | FRISCO, TX | 0 | 12 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ATLAS FINANCIAL SERVICES, INC. | SOLE MEMBER | E | yes | 10/2022 | Jan 5, 2023 | Sep 16, 2024 |
| GALLAS, MATTHIAS, SPIKE GRANER | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2022 | Nov 21, 2022 | Sep 16, 2024 |
| HEASLIP, TOBIAS, FRANCIS | SHAREHOLDER (VOTING COMMON) | C | yes | 08/2020 | Nov 21, 2022 | Sep 16, 2024 |
| HEASLIP, TOBIAS, FRANCIS | CEO AND CIO | Na | yes | 11/2022 | Nov 21, 2022 | Sep 16, 2024 |
| LCG PARTNERS FUND, L.P. | SHAREHOLDER (SERIES SEED-1 PREFERRED) | E | yes | 12/2020 | Nov 21, 2022 | Sep 16, 2024 |
| LIGHTSPEED VENTURE PARTNERS XIII, L.P. | SHAREHOLDER (SERIES A PREFERRED) | D | yes | 12/2021 | Nov 21, 2022 | Sep 16, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ATFS MARKETS LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 14, 2026 | $154M | $40.3M | 8 | 5 | 7 | 1 | n/a |
| 2024 | Mar 26, 2025 | $39.1M | $39.1M | 8 | 5 | 0 | n/a | n/a |
| 2023 | Mar 19, 2024 | $13,408 | $13,408 | 6 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 2 | 1 | 25.0% | 2 | 0 | 0 | 10 | 4 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $154M | $39.1M | 293.8% | n/a | n/a | 8 | 8 | 7 | 0 |