Form D · Hedge Fund
ATLAS GLOBAL INVESTMENTS LTD
Chicago, IL · CIK 0001373876
Offering snapshot reported Mar 21, 2024 · SEC filing
- Reported sold
- $5.61B Indefinite offering
- Investors reported
- 1,087 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Jan 1, 2004 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 21, 2024 | Initial | $5,612,427,549 | No comparison | 1,087 | SEC filing |
| Mar 21, 2023 | Amendment | $674,648,126 | -$385,903,743vs Mar 22, 2022 | 1 | SEC filing |
| Mar 22, 2022 | Amendment | $1,060,551,869 | $92,859,155vs Oct 12, 2021 | 41 | SEC filing |
| Oct 12, 2021 | Amendment | $967,692,714 | $0vs Mar 25, 2021 | 56 | SEC filing |
| Mar 25, 2021 | Amendment | $967,692,714 | $411,504,659vs Mar 25, 2020 | 56 | SEC filing |
| Mar 25, 2020 | Amendment | $556,188,055 | -$55,313,718vs Mar 26, 2019 | 70 | SEC filing |
| Mar 26, 2019 | Amendment | $611,501,773 | -$355,634,470vs Mar 26, 2018 | 138 | SEC filing |
| Mar 26, 2018 | Amendment | $967,136,243 | $456,997vs Mar 24, 2017 | 303 | SEC filing |
| Mar 24, 2017 | Amendment | $966,679,246 | $20,020,833vs Mar 24, 2016 | 380 | SEC filing |
| Mar 24, 2016 | Amendment | $946,658,413 | -$25,206,077vs Mar 26, 2015 | 373 | SEC filing |
| Mar 26, 2015 | Amendment | $971,864,490 | $523,874,160vs Mar 26, 2014 | 307 | SEC filing |
| Mar 26, 2014 | Amendment | $447,990,330 | -$443,438,373vs Mar 26, 2013 | 152 | SEC filing |
| Mar 26, 2013 | Amendment | $891,428,703 | -$1,509,962,643vs Mar 26, 2012 | 171 | SEC filing |
| Mar 26, 2012 | Amendment | $2,401,391,346 | $1,671,883,535vs Mar 25, 2011 | 191 | SEC filing |
| Mar 25, 2011 | Amendment | $729,507,811 | -$85,469,658vs Mar 17, 2010 | 142 | SEC filing |
| Mar 18, 2010 | Amendment | $814,977,469 | $0vs Mar 17, 2010 | 146 | SEC filing |
| Mar 17, 2010 | Initial | $814,977,469 | No comparison | 146 | SEC filing |
| Mar 16, 2009 | Amendment | $1,170,000,000 | No comparison | Not reported | SEC filing |
| Aug 18, 2006 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $3.44M
- Finders' fees
- $27.3M
- Form D file number
- 021-508283
The total dollar amount of sales commission paid reflects the total amount paid to JPM from inception to date. The total dollar amount of finders fees paid reflects the total amount paid to JPM, CAIS & MSSB from inception to date.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| JP Morgan Private Bank | 79 | JPMorgan Chase |
| CAIS Capital, LLC | 154512 | |
| Morgan Stanley Smith Barney LLC | 149777 |
Source: Form D, filed Mar 21, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
ATLAS GLOBAL INVESTMENTS, LTD.
Investment adviser: BALYASNY ASSET MANAGEMENT L.P.
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Jan 15, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 1925264 · Jan 15, 2025 · Schedule D 7.B.(1), fund 805-7810753368
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Dmitry Balyasny | Executive |
| Adam Finger | Director |
| Martin Lindburgh | Director |
| Linburgh Martin | Director |
| Mark Mc Donnell | Director |
| Taylor O'malley | Executive |
| Michael Priaulx | Director |
| Scott Schroeder | Director |
| Peter Stafford | Director |
| John Sutlic | Director |
| Michelle Wilson Clarke | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60606