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ATOM INVESTORS LP

CRD 296819File 801-113261
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.83B
Top 25% of cohort (national)
Discretionary AUM
$6.83B
Clients
7
7 accounts
Employees
24
Top 10% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
FWRO
Registration date
May 22, 2018
Principal office
3711 S MOPAC EXPY, BUILDING ONE, SUITE 100, AUSTIN, TX, 78746
Phone
(737) 249-0292

Assets & accounts

ADV Item 5F
Total regulatory AUM
$6.83B
Discretionary AUM
$6.83B
Non-discretionary AUM
$0
Discretionary accounts
7
Non-discretionary accounts
0
Total accounts
7
AUM per client
$975.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individualsFewer than 5$189.3M
Pooled investment vehicles6$6.64B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11
  • Q11C2

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees2024increased by4
Apr 1, 2026AUM$3,297,017,289$6,826,854,559increased by$3,529,837,270
May 1, 2025
vs Oct 1, 2022
Employees1620increased by4
May 1, 2025
vs Oct 1, 2022
DisclosuresNoYes
May 1, 2025
vs Oct 1, 2022
Clients37increased by4
May 1, 2025
vs Oct 1, 2022
AUM$1,600,432,965$3,297,017,289increased by$1,696,584,324
May 1, 2025
vs Oct 1, 2022
Accounts37increased by4
Apr 1, 2022Employees1916decreased by3
Apr 1, 2022Clients43decreased by1
Apr 1, 2022AUM$2,578,164,319$1,600,432,965decreased by$977,731,354
Apr 1, 2022Accounts43decreased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ATOM INVESTORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATOM INVESTORS” 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.