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••••• C•••••• P•••••••• L•
Latest filing Apr 27, 2026
First filing on the tape Jun 23, 2015 · 19 filings
SEC status approved since Jun 25, 2015
RAUM
$3.3B
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
7
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$3.3B as of Apr 27, 2026
Mar 29, 2016$282M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 27, 2026
Mar 29, 20160 then
Employees (5.A)7 as of Apr 27, 2026
Mar 29, 20166 then
Private funds2 as of Apr 27, 2026
Mar 29, 20161 then
RAUM +37% over the last fiscal year+14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 27, 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
- $548MderivedRAUM 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
- +37%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-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $3.3B, 6 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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$3.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.3B for 6 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=true 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••• M••••• F•••• L• | Hedge Fund | $2.4B | 116 | Oct 21, 2015 |
Owners and control persons
Schedule A and B, latest filing
- S•••••••• B••••• R• · Chief Financial Officer/Chief Compliance Officercontrolsince 02/2015 · owns less than 5%
- S••••• R••••• G•••• · Chief Operating Officercontrolsince 01/2021 · owns less than 5%
- T•••••• D••••• R••••••• · Managing Partnercontrolsince 12/2014 · owns 75% or more
- T•••••• D••••• R••••••• · Managing Membercontrolsince 12/2014 · owns 75% or more of A••••• C•••••• P••••••• •••• L••
Entity owners
- A••••• C•••••• P••••••• •••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- A••••• G•• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $2.4B to $3.3BOct 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $2.4B to $3.3BOct 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $2.4B to $3.3BOct 31, 2025 to Mar 30, 2026
- RAUM · $2.4B to $3.3BOct 31, 2025 to Mar 30, 2026
- Accounts · 3 to 6Apr 28, 2025 to Oct 31, 2025
- Pooled vehicle clients · 3 to 6Apr 28, 2025 to Oct 31, 2025
- Private funds · 1 to 2Apr 28, 2025 to Oct 31, 2025
- Assets in custody · $2.4B to $2.4BApr 29, 2024 to Apr 28, 2025
- Financial planning clients · unset to Apr 29, 2024 to Apr 28, 2025
- Discretionary RAUM · $2.4B to $2.4BApr 29, 2024 to Apr 28, 2025
- Pooled vehicle RAUM · $2.4B to $2.4BApr 29, 2024 to Apr 28, 2025
- RAUM · $2.4B to $2.4BApr 29, 2024 to Apr 28, 2025
- Assets in custody · $2.2B to $2.4BMar 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $2.2B to $2.4BMar 30, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $2.2B to $2.4BMar 30, 2023 to Mar 27, 2024
- RAUM · $2.2B to $2.4BMar 30, 2023 to Mar 27, 2024
- Assets in custody · $2.7B to $2.2BJul 28, 2022 to Mar 30, 2023
- Discretionary RAUM · $2.7B to $2.2BJul 28, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $2.7B to $2.2BJul 28, 2022 to Mar 30, 2023
- RAUM · $2.7B to $2.2BJul 28, 2022 to Mar 30, 2023
- Assets in custody · $2.0B to $2.7BMar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $2.0B to $2.7BMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $2.0B to $2.7BMar 30, 2021 to Mar 30, 2022
- RAUM · $2.0B to $2.7BMar 30, 2021 to Mar 30, 2022
- Assets in custody · $1.7B to $2.0BMar 27, 2020 to Mar 30, 2021
- Discretionary RAUM · $1.7B to $2.0BMar 27, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $1.7B to $2.0BMar 27, 2020 to Mar 30, 2021
- RAUM · $1.7B to $2.0BMar 27, 2020 to Mar 30, 2021
- Advisory employees · 4 to 5Mar 26, 2019 to Mar 27, 2020
- Assets in custody · $908M to $1.7BMar 26, 2019 to Mar 27, 2020
- Employees · 6 to 7Mar 26, 2019 to Mar 27, 2020
- Discretionary RAUM · $908M to $1.7BMar 26, 2019 to Mar 27, 2020
- Pooled vehicle RAUM · $908M to $1.7BMar 26, 2019 to Mar 27, 2020
- RAUM · $908M to $1.7BMar 26, 2019 to Mar 27, 2020
- Related bank · false to trueMar 26, 2019 to Mar 27, 2020
- Assets in custody · $655M to $908MAug 23, 2018 to Mar 26, 2019
- Discretionary RAUM · $655M to $908MAug 23, 2018 to Mar 26, 2019
- Pooled vehicle RAUM · $655M to $908MAug 23, 2018 to Mar 26, 2019
- RAUM · $655M to $908MAug 23, 2018 to Mar 26, 2019
- Pooled vehicle clients · unset to 3.0Mar 30, 2017 to Mar 29, 2018
Signals
7 dated events
- A••••• C•••••• P•••••••• L• reported RAUM $3.3B, up 37% from $2.4B (2025-10-31 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- A••••• C•••••• P•••••••• L• reported RAUM $2.7B, up 33% from $2.0B (2021-03-30 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Grant Roger Smith (Chief Operating Officer) appeared on Schedule A of A••••• C•••••• P•••••••• L•Mar 30, 2021 · Control person joined · fact
- A••••• C•••••• P•••••••• L• reported RAUM $1.7B, up 84% from $908.1M (2019-03-26 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- A••••• C•••••• P•••••••• L• reported RAUM $908.1M, up 39% from $654.8M (2018-08-23 to 2019-03-26)Mar 26, 2019 · RAUM change · derived
- A••••• C•••••• P•••••••• L• reported RAUM $654.8M, up 75% from $373.7M (2017-03-30 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- A••••• C•••••• P•••••••• L• filed its initial SEC registration (Form ADV)Jun 23, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/atalan-capital-partners-lpreportedpublic record, Form ADV, Sep 19, 2026
- Website
- a••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-672-3380reportedpublic record, Form ADV, Apr 27, 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