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ATB GROUP

Business and Investment Profile

The ATB GROUP is a privately held investment adviser that advises $13.53Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. ATB GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 45.14% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 11.82 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at #410, 585 8TH AVENUE SW, CALGARY, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 31 employees comprised of 17 investment and 14 non-investment staff. The total number of Employees decreased by 88.73% over the last 5-years.

Asset Profile

Their $13.53Bn in assets advised are owned by 0 private funds, 10 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients total $13.53Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat, Long/Short Equity and FI/Credit - Diverse, representing 81.37%, 14.97% and 3.66% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Investment Companies (IC).

Service Provider Profile

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.

Fee Profile

The Group discloses advisory fees.

Sub-Advisers

ATB 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: ATB GROUP

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Keywords: ATB Group, ATB Capital Markets USA, ATB
Generated 2026-09-12T06:48:01.9790296.  © 2026 Convergence.