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.
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SEC-registered adviser
A•• A•••••• L•
Latest filing Mar 31, 2026
First filing on the tape Dec 12, 2014 · 29 filings
SEC status approved since Jan 2, 2015
RAUM
$1.6B
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
13
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$1.6B as of Mar 31, 2026
Mar 13, 2015$513M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 13, 20150 then
Employees (5.A)13 as of Mar 31, 2026
Mar 13, 20155 then
Private funds7 as of Mar 31, 2026
Mar 13, 20151 then
RAUM -7.2% over the last fiscal year+4.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $225MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -7.2%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, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.5B, 7 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.5B for 7 clientsreported
- Compensation
- % of AUM, performancereported
- 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••••••• T••••••••• A•• L•••••••• F••• I• L• | Private Equity Fund | $505M | 31 | Mar 30, 2018 |
| A•• I• R••• I• A•• L• | Private Equity Fund | $216M | 31 | Mar 29, 2019 |
| A•• I• R••• I• C•••••••• L• | Private Equity Fund | $200M | 10 | Mar 29, 2019 |
| A•• I• A••••• C•••••••• L• | Private Equity Fund | $190M | 3 | Dec 21, 2021 |
| A•• I• A••••• C••••••••• L• | Private Equity Fund | $140M | 12 | Dec 21, 2021 |
| A•• I• V•••••• C•••••••• L• | Private Equity Fund | $44.5M | 3 | Mar 30, 2020 |
| A••••••••• T••••••••• A•• L•••••••• F••• A•• L•no longer reported | Private Equity Fund | $7.4M | 3 | Mar 30, 2016 |
| A••••••••• T••••••••• A•• L•••••••• F••• L•no longer reported | Private Equity Fund | $84,502 | 3 | Dec 12, 2014 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• J•••••• M••••• · Chief Compliance Officercontrolsince 09/2024 · owns less than 5%
- N•••• F••••• V•••••• · Chief Executive Officercontrolsince 09/2014 · owns less than 5%
- N•••• F••••• V•••••• · Membercontrolsince 09/2014 · owns 75% or more of T•• T•• L••
Entity owners
- A•• U•• L•• · Managing Memberdirect · owns 75% or more
- T•• T•• L•• · General Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- A•• I• A••••••••• L••pooled vehicle sponsorn
- A•• I• R••• I• A•• G• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 6 to 7Dec 3, 2025 to Mar 31, 2026
- Advisory employees · 9 to 11Dec 3, 2025 to Mar 31, 2026
- Pooled vehicle clients · 6 to 7Dec 3, 2025 to Mar 31, 2026
- Assets in custody · $1.2B to $1.5BDec 3, 2025 to Mar 31, 2026
- Private funds · 6 to 7Dec 3, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.3B to $1.6BDec 3, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.3B to $1.6BDec 3, 2025 to Mar 31, 2026
- RAUM · $1.3B to $1.6BDec 3, 2025 to Mar 31, 2026
- Related adviser · true to falseDec 3, 2025 to Mar 31, 2026
- Assets in custody · $1.6B to $1.2BApr 29, 2025 to Dec 3, 2025
- Discretionary RAUM · $1.7B to $1.3BApr 29, 2025 to Dec 3, 2025
- Pooled vehicle RAUM · $1.7B to $1.3BApr 29, 2025 to Dec 3, 2025
- RAUM · $1.7B to $1.3BApr 29, 2025 to Dec 3, 2025
- Assets in custody · $1.4B to $1.6BFeb 13, 2025 to Apr 29, 2025
- Employees · 18 to 13Feb 13, 2025 to Apr 29, 2025
- Financial planning clients · unset to Feb 13, 2025 to Apr 29, 2025
- Discretionary RAUM · $1.4B to $1.7BFeb 13, 2025 to Apr 29, 2025
- Pooled vehicle RAUM · $1.4B to $1.7BFeb 13, 2025 to Apr 29, 2025
- RAUM · $1.4B to $1.7BFeb 13, 2025 to Apr 29, 2025
- Related bank · true to falseFeb 13, 2025 to Apr 29, 2025
- Assets in custody · unset to 1394334000.0Jul 19, 2024 to Oct 16, 2024
- Custody of client assets · false to trueJul 19, 2024 to Oct 16, 2024
- Advisory employees · 10 to 9Apr 5, 2023 to Mar 29, 2024
- Pooled vehicle clients · 100 to 6Apr 5, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.4B to $1.4BApr 5, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.4B to $1.4BApr 5, 2023 to Mar 29, 2024
- RAUM · $1.4B to $1.4BApr 5, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.4B to $1.4BMar 31, 2023 to Apr 5, 2023
- Pooled vehicle RAUM · $1.4B to $1.4BMar 31, 2023 to Apr 5, 2023
- RAUM · $1.4B to $1.4BMar 31, 2023 to Apr 5, 2023
- Employees · 16 to 18Apr 13, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.3B to $1.4BApr 13, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.3B to $1.4BApr 13, 2022 to Mar 31, 2023
- RAUM · $1.3B to $1.4BApr 13, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.0B to $1.3BMar 31, 2022 to Apr 13, 2022
- Pooled vehicle RAUM · $1.0B to $1.3BMar 31, 2022 to Apr 13, 2022
- RAUM · $1.0B to $1.3BMar 31, 2022 to Apr 13, 2022
- Accounts · 4 to 6Dec 21, 2021 to Mar 31, 2022
- Advisory employees · 9 to 10Dec 21, 2021 to Mar 31, 2022
- Pooled vehicle clients · 4 to 100Dec 21, 2021 to Mar 31, 2022
Signals
5 dated events
- Marion Jaclyn Bowdren (Chief Compliance Officer) appeared on Schedule A of A•• A•••••• L•Oct 16, 2024 · Control person joined · fact
- Cornell Victoria Stearns (Chief Compliance Officer) no longer on Schedule A of A•• A•••••• L• (listed 2024-07-19, absent 2024-10-16)Oct 16, 2024 · Control person left · inference
- Cornell Victoria Stearns (Chief Compliance Officer) appeared on Schedule A of A•• A•••••• L•Jul 19, 2024 · Control person joined · fact
- A•• A•••••• L• reported RAUM $1.0B, up 46% from $717.3M (2021-12-21 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- A•• A•••••• L•• filed its initial SEC registration (Form ADV)Dec 12, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A•• A•••••• L• · Independent Sponsorsshared crd · capital_provider
- A•• A•••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/atl-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-497-1381reportedpublic record, Form ADV, Mar 31, 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