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••••••
Legal name A•••• C•••••• T••• I•••
Latest filing Mar 25, 2026
First filing on the tape Apr 29, 2024 · 6 filings
SEC status approved since Jul 17, 2024
RAUM
$17.2M
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
8
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$17.2M as of Mar 25, 2026
Mar 31, 2025$16.0M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 31, 20250 then
Employees (5.A)8 as of Mar 25, 2026
Mar 31, 202510 then
Private funds: no history
RAUM +6.9% over the last fiscal yearIARs 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
- $17.2MderivedRAUM 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
- +6.9%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 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
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$17.2M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••• S••••••• R••• · Chief Executive Officercontrolsince 10/2020 · owns less than 5%
- B•••• S••••••• R••• · Managing Membercontrolsince 10/2020 · owns 75% or more of N••••• L••
- A••••••• P••••• · Chief Economistsince 02/2021 · owns 5% to 10%
- A•••••• W•• C••••••••• · Chief Compliance Officersince 10/2024 · owns less than 5%
- B••••••• A•• · Chief Science Officersince 08/2023 · owns less than 5%
- B••••••••• P•••••••• · Head Of Sales And Business Developmentsince 09/2023 · owns less than 5%
- R••••••• N••••••• N• · Chief Economistsince 02/2021 · owns 5% to 10%
- T••••••• S••••••• · Head Of Portfolio Development And Model Developmentsince 08/2023 · owns less than 5%
- Z•••• C••••• G•••• · Chief Operating Officersince 02/2021 · owns 5% to 10%
Entity owners
- N••••• L•• · Controlling Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
- N••••• L••y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 10 to 8Nov 4, 2025 to Mar 25, 2026
- Discretionary RAUM · $16.0M to $17.2MNov 4, 2025 to Mar 25, 2026
- RAUM · $16.0M to $17.2MNov 4, 2025 to Mar 25, 2026
- Related adviser · true to falseNov 4, 2025 to Mar 25, 2026
- Accounts · 0 to 1Nov 12, 2024 to Mar 31, 2025
- Financial planning clients · unset to Nov 12, 2024 to Mar 31, 2025
- HQ city · unset to Nov 12, 2024 to Mar 31, 2025
- HQ state · unset to Nov 12, 2024 to Mar 31, 2025
- Other offices · 0 to 1Nov 12, 2024 to Mar 31, 2025
- Discretionary RAUM · $0 to $16.0MNov 12, 2024 to Mar 31, 2025
- RAUM · $0 to $16.0MNov 12, 2024 to Mar 31, 2025
- Accounts · unset to 0.0Jul 12, 2024 to Nov 12, 2024
- Discretionary RAUM · unset to 0.0Jul 12, 2024 to Nov 12, 2024
- Non-discretionary RAUM · unset to 0.0Jul 12, 2024 to Nov 12, 2024
- RAUM · unset to 0.0Jul 12, 2024 to Nov 12, 2024
Signals
1 dated events
- A•••• C•••••• filed its initial SEC registration (Form ADV)Apr 29, 2024 · 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
- Website
- atlascap.ioreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (347) 388-2658reportedpublic 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