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ATOMI FINANCIAL GROUP

Business and Investment Profile

The ATOMI FINANCIAL GROUP is a privately held investment adviser that advises $4.75Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ATOMI FINANCIAL GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 2,071.06% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 7.57 years and is comprised of 2 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 115 BROADWAY 5TH FLOOR, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 155 employees comprised of 92 investment and 63 non-investment staff. The total number of Employees increased by 675% over the last 5-years.

Asset Profile

Their $4.75Bn in assets advised are owned by 15 private funds, 0 public funds and BDCs and 630 other accounts. Assets of High Net Worth Individuals clients own $1.53Bn or 32.16% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.49Bn or 31.28% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Legal Claims, representing 100% of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees, management fees and performance-based fees.

Sub-Advisers

ATOMI FINANCIAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ATOMI FINANCIAL GROUP

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Keywords: Atomi Financial Group, Compound Planning, Legalist, Atomi, Compound
Generated 2026-09-12T06:48:22.5333548.  © 2026 Convergence.