AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $10.0 |
| Non-Discretionary | $0.0 |
| Total | $10.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $10.0 |
| Institutional | $0.0 |
| Total | $10.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ATLAS CAPITAL GP IV LP | $0.0 | - | |
| ATLAS CAPITAL GP LP | $0.0 | - | |
| AII GP LLC | $0.0 | - | |
| ATLAS CAPITAL GP II LP | $0.0 | - | |
| ATLAS CAPITAL GP I CF LP | $0.0 | - | |
| ATLAS CAPITAL GP III LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
13 active
| Name | Title |
|---|---|
| BURSKY, ANDREW, MAYER | MANAGING PARTNER |
| FAZIO, TIMOTHY, JOSEPH | MANAGING PARTNER |
| SCHUCH, PHILIP, EARL | PARTNER |
| FLETCHER, EDWARD, JOSEPH | PARTNER |
| HUDSON, JACOB, DIVINE | MANAGING PARTNER |
| O'DONNELL, MICHAEL, PATRICK | CHIEF COMPLIANCE OFFICER |
| ASTOR, SAM, GOLDLUST | PARTNER |
| REEVE, CHERI, FAITH | CHIEF FINANCIAL OFFICER |
| LAY, JEROME, ERIC | PARTNER |
| FILIPPELLI, DAVID, ALAN | PARTNER |
| SQUIRE, JASON, MARK | PARTNER |
| SHER, MICHAEL, WOLCHUCK | PARTNER |
| MAHAJAN, NEIL | PARTNER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $10.0 | $0.0 | 0% | 79 | 0 | 0% |
| 2025-04-21 | $10.0 | $0.0 | 0% | 79 | 0 | 0% |
| 2024-04-02 | $8.5 | $1.5 | 17% | 63 | 16 | 25% |
| 2023-04-04 | $8.8 | $1.2 | 14% | 60 | 19 | 32% |
| 2022-04-01 | $8.2 | $1.8 | 22% | 52 | 27 | 52% |
| 2021-04-05 | $3.8 | $6.3 | 167% | 43 | 36 | 84% |
| 2020-04-01 | $3.8 | $6.2 | 162% | 45 | 34 | 76% |
| 2019-04-01 | $3.4 | $6.6 | 192% | 39 | 40 | 103% |
| 2018-04-02 | $1.6 | $8.5 | 540% | 33 | 46 | 139% |
| 2017-04-01 | $1.5 | $8.5 | 551% | 28 | 51 | 182% |
| 2016-04-01 | $1.5 | $8.6 | 589% | 26 | 53 | 204% |
| 2015-04-01 | $1.4 | $8.6 | 603% | 23 | 56 | 243% |
| 2014-04-01 | $1.4 | $8.7 | 642% | 23 | 56 | 243% |
| 2013-04-01 | $0.4 | $9.6 | 2227% | 17 | 62 | 365% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| CT, CT-02/28/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV