DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
Firms / ATL Advisor LP
ATL Advisor LP
We partner with sector leaders to achieve outsized growth in Aerospace, Transportation & Logistics.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.30bn Private Equity Fund GAV on the Form ADV filed 2024-10-16
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 12, 2014 to Oct 16, 2024
- RAUM
- $1.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $1.3Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.3Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-10-16, latest gav Private Equity Fund $1.3B, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 8
- Employees
- 18
- Headquarters
- New York, NY
- Office address
- 245 PARK AVENUE, 38TH FLOOR, New York, NY, 10167
- Business phone
- 212-497-1381
Stated criteria beside observed behaviour
35 observed deals
Stated by the firm
- Sectors
- aerospace defense, transportation logistics
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- We seek to invest in and partner with management teams to grow market leading businesses, leveraging our intellectual capital, creativity, hard work, and an unparalleled network of resources.
Observed from deals on record
- roles
- add on 31, unknown 5, platform 14
- period
- to 2026-09-01, from 2020-02-14, undated holdings 16, dated observations 68
- window
- last 2026-09-01, first 2020-02-14
- control
- control 37, unknown 13
- companies
- 35
- geography
- count 2, share 0.057, value PA, count 1, share 0.029, value NY, count 1, share 0.029, value MA, count 1, share 0.029, value AZ
- investments
- 50
- seller kinds
- family 2
- transactions
- 39
- cadence by year
- 2020 add ons 6, 2021 add ons 4, platforms 1, other deals 1, 2022 add ons 5, other deals 2, 2023 add ons 2, 2024 add ons 5, 2025 add ons 2, 2026 add ons 4, platforms 2
- platform add on
- add ons 31, platforms 14, add ons per platform 2.21
- sector known for
- 14
- disclosed value usd
- n 0
- sector distribution
- count 8, share 0.229, value aerospace defense, examples New Generation Aerospace, Aero Accessories & Repair, LLC, Tri-County Aerospace, Trident Systems, count 3, share 0.086, value transportation logistics, examples Arrive Logistics, Pilot Freight Services, DSI Logistics, count 1, share 0.029, value specialty distribution, examples AirGroup America, count 1, share 0.029, value industrial services, examples Foresight Finishing, count 1, share 0.029, value software, examples Ibeos
- holding period years
- n 1, median 4
- repeat counterparties
- role legal adviser, shared 5, entity id bd2a5dfb-7e26-4b3f-928e-fdb1e6bd995c, role legal adviser, shared 2, entity id ab121dee-dd8a-455b-acc6-204a6b05de3f, role buy side adviser, shared 2, entity id 37bb04ac-344b-4e82-b09c-4ef8db986fb4, role legal adviser, shared 2, entity id b4ea5322-1afa-4c66-944e-31e2b1fd8a21, role sell side adviser, shared 2, entity id 972e1673-30ae-4e54-ace9-7b30d975c941, role legal adviser, shared 2, entity id 00cfdfa4-0e3b-4c36-9089-ba65ea8308c9, role financial adviser, shared 2, entity id 3950830f-5b1c-4ba2-a0d8-0662315ecfa9, role financial adviser, shared 2, entity id 132d77df-99af-4701-95a4-0947507390db, role legal adviser, shared 2, entity id 986c8111-712b-4409-bd93-99df241bd3af, role financial adviser, shared 2, entity id 17831664-2500-4237-b7e8-4bf1b868f7af
- subsector distribution
- count 8, share 0.229, value aerospace defense, examples New Generation Aerospace, Aero Accessories & Repair, LLC, Tri-County Aerospace, Trident Systems, count 2, share 0.057, value freight forwarding brokerage, examples Arrive Logistics, Pilot Freight Services, count 1, share 0.029, value misc durable wholesale, examples AirGroup America, count 1, share 0.029, value couriers, examples DSI Logistics, count 1, share 0.029, value specialty trade other, examples Foresight Finishing, count 1, share 0.029, value software, examples Ibeos
35 companies on the graph (39 transactions); most in aerospace defense (8); 14 platforms and 31 add-ons; median observed hold 4.0 years (n=1); observed 2020 to 2026
Funds
8 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| ATL II Arrive Co-Invest LP ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $190M as of Oct 16, 2024 | no Form D | Unknown | |
| ATL II Arrive Co-Invest-B LP ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $140M as of Oct 16, 2024 | no Form D | Unknown | |
| ATL II Valence Co-Invest LP ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $44.5M as of Oct 16, 2024 | no Form D | Harvest | |
| ATL II Rock IT Aiv LP ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $216M as of Oct 16, 2024 | no Form D | Active deployment | |
| ATL II Rock IT Co-Invest LP ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $200M as of Oct 16, 2024 | no Form D | Active deployment | |
| Aerospace, Transportation and Logistics Fund II LP ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $505M as of Oct 16, 2024 | no Form D | Harvest | |
| Aerospace, Transportation and Logistics Fund Aiv LP ADV: Private Equity Fund | Feeder or parallel | 2016 first reported on Form ADV | $7.4M as of Mar 29, 2019 | no Form D | Wound down | |
| Aerospace, Transportation and Logistics Fund LP ADV: Private Equity Fund | buyout or unlabelled | unknown | $84,502 as of Mar 29, 2019 | no Form D | Wound down |
Team
25 current, 2 former
Managing partner (4)
- Frank Nash · Founder and Managing Member · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Frank Vincent Nash · Founder and Managing Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Frank Vincent Nash · Chief Executive Officer · since Sep 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Paul Teske · co-founder and partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (10)
- Caleb Clark · Senior Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Caleb Clark · Senior Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Kirby Fine · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Kirby Fine · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Michael Kramer · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Michael Kramer · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Mike Kramer · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Mike Kramer · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Sanjay Arora · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Sanjay Arora · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Principal (1)
- Jonathan Robinson · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- Daniel Wu · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Josh Raj · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Kevin Chaimowitz · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Scott Chappell · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- William Robbins · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- Ted Sisko · Managing Director, Value Creation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- Kio Yoshida · Executive Assistant, Marketing and Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- Elizabeth Mulhern · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jaclyn Marion Bowdren · Chief Compliance Officer · since Sep 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Lauren DiBartolomeo · Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- Candice Michelle Richards · Chief Compliance Officer · Dec 1, 2014 to Jul 19, 2024 Inference
- Victoria Cornell Stearns · Chief Compliance Officer · Jul 1, 2024 to Oct 16, 2024 Inference
Portfolio
50 relationships, 14 platforms, 31 add-ons
Transactions
46 on record
Placement agents, lenders, advisers and co-investors
23 relationships
Placement agents (1)
- UBS Securities LLC 1 shared · one time · last Jan 1, 2019
Financial advisers (13)
- Houlihan Lokey 3 shared · strong · last Jul 17, 2023
- Harris Williams 2 shared · recurring · last Jan 7, 2026
- D.A. Davidson 2 shared · recurring · last Jan 7, 2026
- Alantra 2 shared · recurring · last Jan 7, 2026
- Baird 2 shared · recurring · last Jan 7, 2026
- G Squared Capital 1 shared · one time · last Jul 17, 2023
- G Squared Capital 1 shared · one time · last Jul 17, 2023
- Credit Suisse 1 shared · one time · last Apr 28, 2021
- KAL Capital Markets LLC 1 shared · one time · last Nov 3, 2025
- Quilty Analytics 1 shared · one time · last Aug 19, 2021
- KippsDeSanto & Co. 1 shared · one time · last Aug 19, 2021
- Quilty Space 1 shared · one time · last Jul 17, 2023
- Quilty Space 1 shared · one time · last Jul 17, 2023
Legal advisers (9)
- Dunn & Crutcher LLP 5 shared · very strong · last Jul 17, 2023
- Jones Day 2 shared · recurring · last Jan 7, 2026
- Morgan Lewis 2 shared · recurring · last Jan 7, 2026
- Goodwin 2 shared · recurring · last Sep 1, 2026
- Morrison Foerster 2 shared · recurring · last Jan 7, 2026
- Greenberg Traurig 1 shared · one time · last Nov 3, 2022
- Holland & Knight 1 shared · one time · last Apr 28, 2021
- Polsinelli PC 1 shared · one time · last Nov 3, 2025
- Williams Mullen P.C 1 shared · one time · last Aug 19, 2021
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
60 most recent
- Sep 1, 2026Sep 01, 2026 Valence Surface Technologies Acquires Cametoid Technologies
- Apr 8, 2026Apr 08, 2026 Aero Accessories Acquires New Generation Aerospace and Tri-County Aerospace
- Mar 31, 2026ATL Advisor LP: Private Equity Funds on Form ADV 6 (2024 extract) -> 7 (roster 2026-09-01)
- Mar 9, 2026Mar 09, 2026 Trident Solutions Acquires Ibeos to Expand Its Space Technology Portfolio and Deliver Integrated Advanced On-Orbit Compute and Power Solutions
- Feb 24, 2026Feb 24, 2026 Accomplished Transportation and Logistics Executive Bob Biesterfeld Joins ATL Partners as Senior Operating Executive ATL News
- Feb 4, 2026Feb 04, 2026 ATL Partners Builds a Global Fueling Equipment Platform with SkyMark and Rampmaster ATL News
- Feb 3, 2026Feb 03, 2026 ATL Partners Announces Three Promotions ATL News
- Jan 7, 2026ATL Partners Acquires SkyMark and Rampmaster to Create a Leading Specialty Vehicle Equipment Platform Serving the Aviation and Transportation-Related End Markets ATL News
- Jan 7, 2026ATL Partners Acquires SkyMark and Rampmaster to Create a Leading Specialty Vehicle Equipment Platform Serving the Aviation and Transportation-Related End Markets ATL News
- Jan 7, 2026Jan 07, 2026 ATL Partners Acquires SkyMark and Rampmaster to Create a Leading Specialty Vehicle Equipment Platform Serving the Aviation and Transportation-Related End Markets ATL News
- Nov 3, 2025Nov 03, 2025 Valence Surface Technologies Acquires Foresight Finishing ATL News
- Aug 12, 2025ATL Partners Completes Sale of Geost to Rocket Lab and Advances Trident Solutions as a Defense Electronics Platform ATL News
- Aug 12, 2025ATL Partners Completes Sale of Geost to Rocket Lab and Advances Trident Solutions as a Defense Electronics Platform ATL News
- Aug 12, 2025Aug 12, 2025 ATL Partners Completes Sale of Geost to Rocket Lab and Advances Trident Solutions as a Defense Electronics Platform ATL News
- Aug 4, 2025Aug 04, 2025 ATL Partners Completes Sale of Majority Stake in GCL ATL News
- Aug 4, 2025Aug 04, 2025 Valence Surface Technologies Acquires C.I.L. Metal Finishing and C.I.L. Electroplating ATL News
- May 27, 2025ATL Partners Announces Sale of Geost to Rocket Lab and Launches New Defense Electronics Platform, Trident Solutions ATL News
- May 27, 2025ATL Partners Announces Sale of Geost to Rocket Lab and Launches New Defense Electronics Platform, Trident Solutions ATL News
- May 27, 2025May 27, 2025 ATL Partners Announces Sale of Geost to Rocket Lab and Launches New Defense Electronics Platform, Trident Solutions ATL News
- May 21, 2025May 21, 2025 GCL Announces Strategic Controlling Investment from Providence Equity Partners ATL News
- Dec 3, 2024Dec 03, 2024 GCL Acquires Magusa Global Cargo, Driving Further Expansion in the Latin Act Market ATL News
- Nov 12, 2024Nov 12, 2024 ATL Partners Portfolio Company Aero Accessories Acquires AirGroup America ATL News
- Nov 4, 2024Nov 04, 2024 ATL Partners Portfolio Company Aero Accessories Acquires Aero Instruments & Avionics ATL News
- Oct 15, 2024Oct 15, 2024 Live Events Giant GCL Hires Longtime Fanatics Law Head Yeamans
- Oct 1, 2024Oct 01, 2024 Accomplished Investment and Operations Professional Ted Sisko Joins ATL Partners Executive Board
- Feb 20, 2024Feb 20, 2024 ATL Partners Portfolio Company Aero Accessories Acquires AOG Accessories
- Feb 1, 2024Feb 01, 2024 Rock-it Cargo Acquires SOS Global to Create the Largest Specialty Logistics Provider in the Sports and Broadcast Market
- Jan 24, 2024Jan 24, 2024 Global Critical Logistics Appoints Brent Nagy as New Chief Growth Officer
- Jan 16, 2024Jan 16, 2024 Global Critical Logistics Appoints J.P. Hannan as New Chief Financial Officer
- Jan 10, 2024Jan 10, 2024 ATL Partners Hires Seasoned Investor Caleb Clark as Senior Partner ATL News
- Nov 30, 2023Nov 30, 2023 ATL Partners Hires Gabi Peic as Head of Marketing and Investor Relations
- Oct 16, 2023Oct 16, 2023 Global Critical Logistics Appoints Elizabeth Berman as Chief People Officer
- Oct 5, 2023Oct 05, 2023 Global Critical Logistics Appoints Deron A. Brown as Executive Vice President and President of U.S. Automotive
- Oct 2, 2023Oct 02, 2023 Amanda Barlow Joins Global Critical Logistics as Vice President of Risk Management and Business Affairs
- Jul 17, 2023Jul 17, 2023 LightRidge Solutions Acquires Trident Systems
- Apr 4, 2023Apr 04, 2023 Global Critical Logistics Appoints Daniel Rosenthal President and Chief Executive Officer
- Mar 20, 2023Mar 20, 2023 ATL Partners Forms Leading Space and Airborne Platform Lightridge Solutions
- Nov 3, 2022ATL Partners
- Nov 3, 2022ATL Partners Announces Majority Investment in Aero Accessories
- Nov 3, 2022Nov 03, 2022 ATL eyes acquisitions for new platform company Aero Accessories
- Nov 3, 2022Nov 03, 2022 ATL Partners Announces Majority Investment in Aero Accessories
- Oct 12, 2022Oct 12, 2022 Rock-it Global Joins the U.S. Environmental Protection Agency’s SmartWay Program
- Jul 19, 2022Jul 19, 2022 Valence Surface Technologies Acquires B&M Painting
- Jul 5, 2022Jul 05, 2022 Airforwarders Association Appoints Rock-it Global's Jacob Fisher as Newest Board Member
- Jun 14, 2022Jun 14, 2022 GCL and SAL Saudi Logistics Services Enter Exclusive Partnership
- Jun 1, 2022Jun 01, 2022 Global Critical Logistics Acquires Spanish Forwarder Asesores de Flete as part of Ongoing Growth Strategy
- Apr 7, 2022Apr 07, 2022 Valence Appoints Patricia Hamrick as Chief Human Resources Officer
- Feb 9, 2022ATL Partners and BCI Announce Sale of Pilot Freight Services for $1.7 Billion ATL News
- Feb 9, 2022ATL Partners and BCI Announce Sale of Pilot Freight Services for $1.7 Billion ATL News
- Feb 9, 2022Feb 09, 2022 ATL Partners and BCI Announce Sale of Pilot Freight Services for $1.7 Billion ATL News
- Feb 1, 2022Feb 01, 2022 Arrive Logistics Acquires Cross-Border Business from Forager
- Jan 11, 2022Jan 11, 2022 Rock-It Global Completes Rebranding and Opens Dedicated London Facility with in-house Screening and Secure Storage
- Dec 9, 2021Dec 09, 2021 Global Critical Logistics (GCL) Acquires Dynamic International Freight Services and Dynamic Dox
- Oct 26, 2021Oct 26, 2021 Valence Surface Technologies Acquires H&W Global Industries
- Sep 27, 2021Sep 27, 2021 Pilot Freight Service Acquires Franchise Locations in Strategic Markets
- Aug 23, 2021Aug 23, 2021 Pilot Freight Services and American Linehaul Corporation Announce Strategic Partnership to Expand Middle Mile Expedited Ltl Capabilities
- Aug 19, 2021ATL Partners Announces Investment in GEOST, LLC ATL News
- Aug 19, 2021Aug 19, 2021 ATL Partners Announces Investment in GEOST, LLC ATL News
- Aug 18, 2021Aug 18, 2021 Defense One: Private Equity Firm Acquires Geost, Whose Sensors Protect Satellites
- Jul 13, 2021Jul 13, 2021 Pilot Freight Services Appoints Darren Dodson: Vice President of Ground Operations
Across the graphs
ATL Advisor LP is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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