Atalan Capital Partners, LP (New York)

Atalan Capital Partners, LP is a large advisory firm based in New York. It manages $908.13 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015.

Atalan Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Atalan Capital Partners: assets under management

The assets under management (AUM) of Atalan Capital Partners, LP is $908.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 291% since the beginning of its operation, and $394.26 million of the total AUM is attributable to clients outside of the United States.

The firm manages $908.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $302.71 million each.

Atalan Capital Partners has custody of $908.13 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Atalan Capital Partners, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Atalan Capital Partners serves?

The only and largest group of clients of Atalan Capital Partners is pooled investment vehicles with 3 clients and $908.13 million of assets under management. Among the 12 most similar advisory firms, Atalan Capital Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $908.13 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Atalan Capital Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Atalan Capital Partners, LP

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Randolph Thomas	Managing partner	1 Dec 2014	75% - 100%	3082454
Llc Atalan Capital Partners (Gp)	General partner	1 Dec 2014	Other	47-3158947
Bryan R Schrubbe	Chief financial officer/chief compliance officer	1 Feb 2015	Other	5936355

Based in New York

The principal office where Atalan Capital Partners, LP performs its advisory services is located at 140 East 45 Th Street, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-672-3380. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.