Atlas Holdings LLC

Fee-Only (% of Portfolio)

Atlas Holdings LLC provides investment advisory services to pooled investment vehicles, called Atlas Funds, that invest in distressed middle-market companies. These funds seek to acquire controlling interests in companies undergoing financial or operational stress in sectors where Atlas has expertise, including building materials, energy, capital equipment, chemicals, and packaging. Atlas also advises single-purpose investment entities that invest in early-stage technology companies. Atlas manages client assets on a discretionary basis.

Assets Under Management$10B
Clients15
AdvisorsN/A
Avg. per Client$670M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Atlas Holdings LLC provides investment advice to pooled investment vehicles (Atlas Funds). As such, specific fee information relating to the Direct Funds is not included in this brochure. Investors and prospective investors should review the Governing Documents of each Atlas Fund for complete information on the fees and compensation payable in connection with a particular Atlas Fund.

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