The ATFS ADVISERS is a privately held investment adviser that advises $173.73mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. ATFS ADVISERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 1,567.26% over the last 3-years.
The Group has been registered with the SEC for 3.56 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 5 investment and 3 non-investment staff. The total number of Employees increased by 60% over the last 3-years.
Their $173.73mn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $136.26mn or 78.43% of Total Assets and Investment Companies (IC) own $19.87mn or 11.44% of Total Assets.
The Group's top investment strategies include Long/Short Equity and FI/Credit - Diverse, representing 91.99% and 8.01% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
ATFS ADVISERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.