Investment adviser · CRD 160610

ATLAS HOLDINGS LLC

Investment adviser filing (IA)

ATLAS FRM LLC

GREENWICH, CT, United States · Form ADV filed Mar 25, 2026

Regulatory AUM
$18.1B
Form ADV · Item 5.F
Client accounts
17
Accounts, not individual clients
Employees
87
Reported in this filing
Advisory professionals
57
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles17$18,115,023,438100.0%
Filing source

Form ADV 2072864 · Mar 25, 2026 · 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

18 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ATLAS CAPITAL RESOURCES V LPPrivate Equity Fund · Last reported Mar 25, 2026$6.93BGross asset value

Form D fundraising filings

Atlas Capital Resources V LP

Fund administrator 4PINES FUND SERVICES LLC STAMFORD, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG STAMFORD, Connecticut, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian TD SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No
Prime broker TD SECURITIES (USA) LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 42

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JP MORGAN CHASE BANK N.A.
LEI 984500653R409CC5AB28

TD SECURITIES (USA) LLC
SEC 8-36747

TD SECURITIES (USA) LLC
CRD 18476 · SEC 8-36747

Fund details & source
Fund ID
805-5837491627
Reported beneficial owners
445
Minimum commitment
$10M
Form D file number
021-545647

Form ADV 2072864 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ATLAS CAPITAL RESOURCES IV LPPrivate Equity Fund · Last reported Mar 25, 2026$5.57BGross asset value

Form D fundraising filings

Atlas Capital Resources IV LP

Fund administrator 4PINES FUND SERVICES LLC STAMFORD, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG STAMFORD, Connecticut, United States
Custodian COMPUTERSHARE TRUST COMPANY N.A. LOUISVILLE, Kentucky, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian NOMURA SECURITIES INTERNATIONAL, INC. NEW YORK, New York, United States Related to adviser: No
Custodian TD SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No
Prime broker CANTOR FITZGERALD & CO. NEW YORK, New York, United States
Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States
Prime broker MAREX CAPITAL MARKETS INC. NEW YORK, New York, United States
Prime broker NOMURA SECURITIES INTERNATIONAL, INC. NEW YORK, New York, United States
Prime broker TD SECURITIES (USA) LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 42

COMPUTERSHARE TRUST COMPANY N.A.
LEI 2549001YYB62BVMSAO13

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JP MORGAN CHASE BANK N.A.
LEI 984500653R409CC5AB28

NOMURA SECURITIES INTERNATIONAL, INC.
SEC 8-15255

TD SECURITIES (USA) LLC
SEC 8-36747

CANTOR FITZGERALD & CO.
CRD 134 · SEC 8-201

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

MAREX CAPITAL MARKETS INC.
CRD 161014 · SEC 8-69039

NOMURA SECURITIES INTERNATIONAL, INC.
CRD 4297 · SEC 8-15255

TD SECURITIES (USA) LLC
CRD 18476 · SEC 8-36747

Fund details & source
Fund ID
805-2965285848
Reported beneficial owners
302
Minimum commitment
$250K
Form D file number
021-394544

Form ADV 2072864 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ATLAS CAPITAL RESOURCES III LPPrivate Equity Fund · Last reported Mar 25, 2026$3.72BGross asset value

Form D fundraising filings

Atlas Capital Resources III LP

Fund administrator 4PINES FINANCIAL SERVICES LLC STAMFORD, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG STAMFORD, Connecticut, United States
Custodian COMPUTERSHARE TRUST COMPANY N.A. LOUISVILLE, Kentucky, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian TD SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No
Prime broker CANTOR FITZGERALD & CO. NEW YORK, New York, United States
Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States
Prime broker MAREX CAPITAL MARKETS, INC. NEW YORK, New York, United States
Prime broker TD SECURITIES (USA) LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 42

COMPUTERSHARE TRUST COMPANY N.A.
LEI 2549001YYB62BVMSAO13

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JP MORGAN CHASE BANK N.A.
LEI 984500653R409CC5AB28

TD SECURITIES (USA) LLC
SEC 8-36747

CANTOR FITZGERALD & CO.
CRD 134 · SEC 8-201

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

TD SECURITIES (USA) LLC
CRD 18476 · SEC 8-36747

Fund details & source
Fund ID
805-9158289722
Reported beneficial owners
151
Minimum commitment
$100K
Form D file number
021-309673

Form ADV 2072864 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ATLAS CAPITAL RESOURCES II LPPrivate Equity Fund · Last reported Mar 25, 2026$822MGross asset value
Fund administrator 4PINES FINANCIAL SERVICES LLC STAMFORD, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG STAMFORD, Connecticut, United States
Custodian CANACCORD GENUITY LLC NEW YORK, New York, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK N.A. COLUMBUS, Ohio, United States Related to adviser: No
Prime broker CANACCORD GENUITY LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 42

CANACCORD GENUITY LLC
SEC 8-3271

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JP MORGAN CHASE BANK N.A.
LEI 984500653R409CC5AB28

CANACCORD GENUITY LLC
CRD 1020 · SEC 8-3271

Fund details & source
Fund ID
805-1763329405
Reported beneficial owners
115
Minimum commitment
$100K
Form D file number
021-208720

Form ADV 2072864 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ATLAS CAPITAL RESOURCES I CF LPPrivate Equity Fund · Last reported Mar 25, 2026$458MGross asset value

Form D fundraising filings

Atlas Capital Resources I CF LP

Fund administrator 4PINES FINANCIAL SERVICES LLC STAMFORD, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG STAMFORD, Connecticut, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK N.A. COLUMBUS, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 42

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JP MORGAN CHASE BANK N.A.
LEI 984500653R409CC5AB28

Fund details & source
Fund ID
805-1675582587
Reported beneficial owners
24
Minimum commitment
$51.2K
Form D file number
021-450894

Form ADV 2072864 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ATLAS CAPITAL RESOURCES (P) III LPPrivate Equity Fund · Last reported Mar 25, 2026$141MGross asset value

Form D fundraising filings

Atlas Capital Resources (P) III LP

Fund administrator 4PINES FINANCIAL SERVICES LLC STAMFORD, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG STAMFORD, Connecticut, United States
Custodian COMPUTERSHARE TRUST COMPANY N.A. LOUISVILLE, Kentucky, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian TD SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No
Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States
Prime broker MAREX CAPITAL MARKETS, INC. NEW YORK, New York, United States
Prime broker TD SECURITIES (USA) LLC NEW YOK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 42

COMPUTERSHARE TRUST COMPANY N.A.
LEI 2549001YYB62BVMSAO13

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JP MORGAN CHASE BANK N.A.
LEI 984500653R409CC5AB28

TD SECURITIES (USA) LLC
SEC 8-36747

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

TD SECURITIES (USA) LLC
CRD 18476 · SEC 8-36747

Fund details & source
Fund ID
805-5867036836
Reported beneficial owners
34
Minimum commitment
$100K
Form D file number
021-309674

Form ADV 2072864 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ATLAS CAPITAL RESOURCES (P) IV LPPrivate Equity Fund · Last reported Mar 25, 2026$138MGross asset value

Form D fundraising filings

Atlas Capital Resources (P) IV LP

Fund administrator 4PINES FUND SERVICES LLC STAMFORD, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG STAMFORD, Connecticut, United States
Custodian COMPUTERSHARE TRUST COMPANY N.A. LOUISVILLE, Kentucky, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian NOMURA SECURITIES INTERNATIONAL, INC. NEW YORK, New York, United States Related to adviser: No
Custodian TD SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No
Prime broker CANTOR FITZGERALD & CO. NEW YORK, New York, United States
Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States
Prime broker MAREX CAPITAL MARKETS INC. NEW YORK, New York, United States
Prime broker NOMURA SECURITIES INTERNATIONAL, INC. NEW YORK, New York, United States
Prime broker TD SECURITIES (USA) LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 42

COMPUTERSHARE TRUST COMPANY N.A.
LEI 2549001YYB62BVMSAO13

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JP MORGAN CHASE BANK N.A.
LEI 984500653R409CC5AB28

NOMURA SECURITIES INTERNATIONAL, INC.
SEC 8-15255

TD SECURITIES (USA) LLC
SEC 8-36747

CANTOR FITZGERALD & CO.
CRD 134 · SEC 8-201

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

MAREX CAPITAL MARKETS INC.
CRD 161014 · SEC 8-69039

NOMURA SECURITIES INTERNATIONAL, INC.
CRD 4297 · SEC 8-15255

TD SECURITIES (USA) LLC
CRD 18476 · SEC 8-36747

Fund details & source
Fund ID
805-7169457086
Reported beneficial owners
72
Minimum commitment
$25K
Form D file number
021-394547

Form ADV 2072864 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

100 NORTHFIELD STREET
GREENWICH, CT, 06830, United States

CRD 160610

Filing source

Form ADV 2072864 · Mar 25, 2026 · 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.