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ATLAS HOLDINGS LLC
Legal name: ATLAS FRM LLC
CRD 160610File 801-73745
APPROVED
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$18.12B
Top 10% of cohort (national)
Discretionary AUM
$18.12B
Clients
17
17 accounts
Employees
87
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 28, 2012
- Principal office
- 100 NORTHFIELD STREET, GREENWICH, CT, 06830
- Phone
- 203-622-9138
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.12B
- Discretionary AUM
- $18.12B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 17
- Non-discretionary accounts
- 0
- Total accounts
- 17
- AUM per client
- $1.07B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 17 | $18.12B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — TRANSACTION FEES & MONITORING FEES
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 79 | 87 | increased by8 |
| Apr 1, 2026 | Clients | 15 | 17 | increased by2 |
| Apr 1, 2026 | AUM | $10,025,148,824 | $18,115,023,438 | increased by$8,089,874,614 |
| Apr 1, 2026 | Accounts | 15 | 17 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 52 | 79 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,193,811,868 | $10,025,148,824 | increased by$1,831,336,956 |
| Apr 1, 2022 | Employees | 43 | 52 | increased by9 |
| Apr 1, 2022 | Clients | 12 | 15 | increased by3 |
| Apr 1, 2022 | AUM | $3,760,364,090 | $8,193,811,868 | increased by$4,433,447,778 |
| Apr 1, 2022 | Accounts | 12 | 15 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ATLAS HOLDINGS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATLAS HOLDINGS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.