# Atalan Capital Partners, LP

> Atalan Capital Partners, LP is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 226714
- Filed as: ATALAN CAPITAL PARTNERS, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/226714
- AdvisorCensus page: https://advisorcensus.com/firm/atalan-capital-partners-lp-new-york-ny-226714

## Quick answers

**How is Atalan Capital Partners, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Atalan Capital Partners, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Atalan Capital Partners, LP charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Atalan Capital Partners, LP located?**
Atalan Capital Partners, LP's principal office is in New York, NY, according to its Form ADV.

**Is Atalan Capital Partners, LP registered with the SEC or a state?**
Atalan Capital Partners, LP is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 226714.

**How much does Atalan Capital Partners, LP manage?**
Atalan Capital Partners, LP reports $3,290,074,714 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**How have Atalan Capital Partners, LP's assets and staff changed since 2021?**
In the Form ADV data for Atalan Capital Partners, LP: Regulatory assets under management: $2,024,599,849 in the October 2021 data and $3,290,074,714 in the October 2026 data, up 63%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atalan Capital Partners, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Atalan Capital Partners, LP report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/226714

**What changed in Atalan Capital Partners, LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,400,973,534 to $3,290,074,714 (+37%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> As the investment adviser to the Long-Short Fund, Atalan receives management fees at an annual rate of between 0.50% and 1.50%, depending upon the net asset value of the Master Fund and each particular series an Investor subscribed for of the Feeder Funds.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $3,290,074,714
- Discretionary: $3,290,074,714
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $3,290,074,714 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/226714

### Websites listed on Form ADV (Item 1.I)
- atalancap.com
- LinkedIn @atalan-capital-partners-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,024,599,849 | 7 | March 30, 2021 |
| October 2022 | $2,698,820,452 | 7 | July 28, 2022 |
| October 2023 | $2,225,077,761 | 7 | March 30, 2023 |
| October 2024 | $2,417,604,412 | 7 | April 29, 2024 |
| October 2025 | $2,400,973,534 | 7 | April 28, 2025 |
| October 2026 | $3,290,074,714 | 7 | April 27, 2026 |

Regulatory assets under management: $2,024,599,849 in the October 2021 data and $3,290,074,714 in the October 2026 data, up 63%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,400,973,534 to $3,290,074,714 (+37%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atalan Capital Partners, LP (CRD 226714): Form ADV filing data as of October 2026.