DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Atlas Holdings LLC
Legal name Atlas Frm LLC
Latest filing Mar 25, 2026
First filing on the tape Feb 14, 2012 · 21 filings
SEC status approved since Feb 28, 2012
RAUM
$18B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
87
57 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
17
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$18B as of Mar 25, 2026
Mar 26, 2013$431M then
HNW client RAUM$0 as of Mar 25, 2026
Mar 30, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 26, 20130 then
Employees (5.A)87 as of Mar 25, 2026
Mar 26, 201317 then
Private funds17 as of Mar 25, 2026
Mar 26, 20133 then
RAUM +81% over the last fiscal year+27% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.1BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +81%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$18B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 17reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
16 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Atlas Capital Resources IV LP | Private Equity Fund | $3.2B | 300 | Mar 30, 2022 |
| Atlas Capital Resources III LP | Private Equity Fund | $3.0B | 148 | Mar 29, 2019 |
| Atlas Capital Resources II LP | Private Equity Fund | $1.4B | 113 | Mar 28, 2014 |
| Atlas Capital Resources I Cf LP | Private Equity Fund | $530M | 21 | Mar 28, 2023 |
| Atlas Capital Resources LP | Private Equity Fund | $137M | 57 | Feb 14, 2012 |
| Atlas Capital Resources (P) III LP | Private Equity Fund | $111M | 34 | Mar 29, 2019 |
| Atlas Capital Resources (P) IV LP | Private Equity Fund | $79.4M | 72 | Apr 27, 2022 |
| Atlas Commercial Partners LLC | Other Private Fund | $48.9M | 49 | Mar 29, 2019 |
| Atlas Capital Resources (P) II LP | Private Equity Fund | $43.3M | 2 | Mar 28, 2014 |
| Atlas Finch Investors LLC | Other Private Fund | $31.6M | 43 | Mar 29, 2019 |
| Atlas Innovation I LLC | Other Private Fund | $8.7M | 28 | Mar 29, 2019 |
| Atlas Innovation II LLC | Other Private Fund | $7.4M | 33 | Mar 30, 2020 |
| Atlas Innovation III LLC | Other Private Fund | $7.3M | 28 | Mar 30, 2022 |
| Atlas International Investors, LP | Private Equity Fund | $5.5M | 42 | Feb 14, 2012 |
| Atlas Marcal Co-Invest LP | Private Equity Fund | $3.8M | 11 | Mar 31, 2021 |
| Atlas Capital Resources (P) LP | Private Equity Fund | $3.4M | 2 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Goldlust Sam Astor · Partnercontrolsince 01/2015 · owns less than 5%
- Mayer Andrew Bursky · Managing Partnercontrolsince 12/2001 · owns 50% to 75%
- Joseph Timothy Fazio · Managing Partnercontrolsince 12/2001 · owns 50% to 75%
- Alan David Filippelli · Partnercontrolsince 12/2018 · owns less than 5%
- Joseph Edward Fletcher · Partnercontrolsince 07/2007 · owns less than 5%
- Divine Jacob Hudson · Managing Partnercontrolsince 01/2019 · owns less than 5%
- Eric Jerome Lay · Partnercontrolsince 12/2018 · owns less than 5%
- Neil Mahajan · Partnercontrolsince 10/2020 · owns less than 5%
- Patrick Michael O'Donnell · Chief Compliance Officercontrolsince 01/2014 · owns less than 5%
- Faith Cheri Reeve · Chief Financial Officercontrolsince 07/2015 · owns less than 5%
- Earl Philip Schuch · Partnercontrolsince 04/2003 · owns less than 5%
- Wolchuck Michael Sher · Partnercontrolsince 12/2018 · owns less than 5%
- Mark Jason Squire · Partnercontrolsince 12/2018 · owns less than 5%
Related persons
Schedule D 7.A
- Aii Gp LLCpooled vehicle sponsorn
- Atlas Capital Gp I Cf LPpooled vehicle sponsorn
- Atlas Capital Gp II LPpooled vehicle sponsorn
- Atlas Capital Gp III LPpooled vehicle sponsorn
- Atlas Capital Gp IV LPpooled vehicle sponsorn
- Atlas Capital Gp LPpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Stamford, CT6 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 25, 2026RAUM (Item 5.F) moved from $10,025,148,824 to $18,115,023,438 (+81.0%) between the annual amendments of 2025-03-28 and 2026-03-25; the peer median change was +13.0% (631 comparable advisers, 93.0th percentile of changes)peers: asset managers, $5B to $20B (631) · 93% percentile
What changed
consecutive filings, newest first
- Accounts · 15 to 17Mar 28, 2025 to Mar 25, 2026
- Advisory employees · 48 to 57Mar 28, 2025 to Mar 25, 2026
- Pooled vehicle clients · 15 to 17Mar 28, 2025 to Mar 25, 2026
- Employees · 79 to 87Mar 28, 2025 to Mar 25, 2026
- Private funds · 15 to 17Mar 28, 2025 to Mar 25, 2026
- Discretionary RAUM · $10B to $18BMar 28, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $10B to $18BMar 28, 2025 to Mar 25, 2026
- RAUM · $10B to $18BMar 28, 2025 to Mar 25, 2026
- Accounts · 16 to 15Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 44 to 48Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 16 to 15Mar 28, 2024 to Mar 28, 2025
- Employees · 63 to 79Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Private funds · 16 to 15Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $8.5B to $10BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $8.5B to $10BMar 28, 2024 to Mar 28, 2025
- RAUM · $8.5B to $10BMar 28, 2024 to Mar 28, 2025
- Advisory employees · 43 to 44Jun 12, 2023 to Mar 28, 2024
- Advisory activities · 2 to 1Jun 12, 2023 to Mar 28, 2024
- Employees · 60 to 63Jun 12, 2023 to Mar 28, 2024
- Other offices · 2 to 1Jun 12, 2023 to Mar 28, 2024
- Discretionary RAUM · $8.8B to $8.5BJun 12, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $8.8B to $8.5BJun 12, 2023 to Mar 28, 2024
- RAUM · $8.8B to $8.5BJun 12, 2023 to Mar 28, 2024
- Related adviser · true to falseJun 12, 2023 to Mar 28, 2024
- Other offices · 1 to 2Mar 28, 2023 to Jun 12, 2023
- Accounts · 15 to 16Apr 27, 2022 to Mar 28, 2023
- Advisory employees · 46 to 43Apr 27, 2022 to Mar 28, 2023
- Pooled vehicle clients · 15 to 16Apr 27, 2022 to Mar 28, 2023
- Employees · 52 to 60Apr 27, 2022 to Mar 28, 2023
- Private funds · 15 to 16Apr 27, 2022 to Mar 28, 2023
- Discretionary RAUM · $8.2B to $8.8BApr 27, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $8.2B to $8.8BApr 27, 2022 to Mar 28, 2023
- RAUM · $8.2B to $8.8BApr 27, 2022 to Mar 28, 2023
- Private funds · 14 to 15Mar 30, 2022 to Apr 27, 2022
- Accounts · 12 to 15Mar 31, 2021 to Mar 30, 2022
- Advisory employees · 32 to 46Mar 31, 2021 to Mar 30, 2022
- Pooled vehicle clients · 12 to 15Mar 31, 2021 to Mar 30, 2022
- Employees · 43 to 52Mar 31, 2021 to Mar 30, 2022
- Other offices · 0 to 1Mar 31, 2021 to Mar 30, 2022
Signals
8 dated events
- Atlas Holdings Llc reported RAUM $18.1B, up 81% from $10.0B (2025-03-28 to 2026-03-25)Mar 25, 2026 · RAUM change · derived
- Atlas Holdings Llc reported RAUM $8.2B, up 118% from $3.8B (2021-03-31 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Edward Daniel Cromie (Partner) no longer on Schedule A of Atlas Holdings Llc (listed 2021-03-31, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Atlas Holdings Llc reported RAUM $3.4B, up 119% from $1.6B (2018-03-30 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- E Jerome Lay (Partner) appeared on Schedule A of Atlas Holdings LlcMar 29, 2019 · Control person joined · fact
- Alan David Filippelli (Partner) appeared on Schedule A of Atlas Holdings LlcMar 29, 2019 · Control person joined · fact
- Mark Jason Squire (Partner) appeared on Schedule A of Atlas Holdings LlcMar 29, 2019 · Control person joined · fact
- Wolchuck Michael Sher (Partner) appeared on Schedule A of Atlas Holdings LlcMar 29, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Atlas Holdings LLC · Independent Sponsorsshared crd · capital_provider
- Atlas Holdings LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- ATLASHOLDINGSLLC.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 203-622-9138reportedpublic record, Form ADV, Mar 25, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026