Investment adviser · CRD 152635

ATLASMARK FINANCIAL, INC.

Investment adviser filing (IA)

AUSTIN, TX, United States · Form ADV filed Jan 12, 2026

Regulatory AUM
$229M
Form ADV · Item 5.F
Client accounts
374
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
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
High-net-worth individuals35$175,668,62576.9%
Individuals84$26,469,27711.6%
Charities4$15,142,4576.6%
Retirement plans8$11,040,8944.8%
Corporations & businesses2$249,8480.1%
Filing source

Form ADV 2039695 · Jan 12, 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

1 Private fund

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

ATLASMARK FUND, LPHedge Fund · Last reported Nov 9, 2023$7.52MGross asset value

Form D fundraising filings

AtlasMark Fund, LP

Fund administrator STRAIT CAPITAL COMPANY LTD. DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER AND TIDWELL, L.L.P. DALLAS, Texas, United States
Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, 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

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Fund details & source
Fund ID
805-9203572270
Reported beneficial owners
7
Minimum commitment
$1M
Form D file number
021-387610

Form ADV 1798786 · Nov 9, 2023 · 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: Jan 12, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

12466 LOS INDIOS TRAIL, SUITE 200
AUSTIN, TX, 78729, United States

CRD 152635

Filing source

Form ADV 2039695 · Jan 12, 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.