Investment adviser · CRD 135915
ATLANTIC EQUITIES LLP
Investment adviser filing (IA)
LONDON, United Kingdom · Form ADV filed May 23, 2023
- Employees
- 34 Reported in this filing
- Advisory professionals
- 32 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | Not reported | Not reported |
| Banks & thrifts | 6 | Not reported | Not reported |
| Pooled investment vehicles | 1 | Not reported | Not reported |
| Retirement plans | 2 | Not reported | Not reported |
| Charities | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | 165 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1753736 · May 23, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 23, 2023. View historical filings
Reported services
Not reported in these imported fields
Compensation
Fixed · Commissions
Principal office
25 COPTHALL AVENUELONDON, EC2R 7BP, United Kingdom
CRD 135915
Filing source
Form ADV 1753736 · May 23, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.