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.

Private fund

Atlas Capital Resources LP

Private Equity Fundadvised byAtlas Holdings LLCasset manager805-2472143935IAPD
Gross asset value
$137M
as of Mar 28, 2024; not a fund size
Peak GAV
$739M
highest filing
Owners
57
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
4%
of the fund
Owned by funds
33%
fund-of-funds interests
Non-US owners
30%
Reported
19 filings
Feb 14, 2012 to Mar 28, 2024
Reporting history
one row per Form ADV filing
Gross asset value$137M as of Mar 28, 2024
Feb 14, 2012$368M then
Owners57 as of Mar 28, 2024
Feb 14, 201258 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-136865reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • B. Riley Securities, Inc.
    Los Angeles, California
  • Computershare
    Louisville, Kentucky · LEI 2549001YYB62BVMSAO13
  • JP Morgan Chase Bank N.A.
    Columbus, Ohio · LEI 984500653R409CC5AB28
  • Silicon Valley Bank (A Division Of First Citizens Bank)
    Raleigh, North Carolina · LEI 549300N3Z00ZHE2XC526
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
4.0%reportedadviser and related persons