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ATOMIC INVEST LLC
CRD 313255File 801-121121
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$319.5M
Below cohort median (national)
Discretionary AUM
$319.5M
Non-discretionary $355
Clients
10,563
10,563 accounts
Employees
21
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 4, 2021
- Principal office
- 107 GREENWICH ST, 21ST FLOOR, NEW YORK, NY, 10006
- Phone
- 212-419-5036
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $319.5M
- Discretionary AUM
- $319.5M
- Non-discretionary AUM
- $355
- Discretionary accounts
- 10,542
- Non-discretionary accounts
- 21
- Total accounts
- 10,563
- AUM per client
- $30K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 493 | $90.5M |
| Charitable organizations | Fewer than 5 | $205.2M |
| Individuals (other than high net worth individuals) | 10,068 | $23.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
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
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.