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Atlas Holdings LLC

Greenwich, CTSEC-registered investment adviserCRD 160610

Filed as ATLAS HOLDINGS LLC · Legal name Atlas FRM LLC

Atlas Holdings LLC is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

14 years
registered since 2012
$18,115,023,438
assets under management
2 arrangements
Percentage of assets, Other
None
disclosure items (Item 11)

Quick answers

From the filing

How is Atlas Holdings LLC compensated?

On its Form ADV (Item 5.E, October 2026), Atlas Holdings LLC reports these compensation arrangements: a percentage of assets under its management; other.

Where is Atlas Holdings LLC located?

Atlas Holdings LLC's principal office is in Greenwich, CT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Atlas Holdings LLC registered with the SEC or a state?

Atlas Holdings LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160610.

How much does Atlas Holdings LLC manage?

Atlas Holdings LLC reports $18,115,023,438 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

How have Atlas Holdings LLC's assets and staff changed since 2021?

In the Form ADV data for Atlas Holdings LLC: Regulatory assets under management: $3,760,364,090 in the October 2021 data and $18,115,023,438 in the October 2026 data, up 382%. Total employees: 43 in October 2021 and 87 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Atlas Holdings LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (17).

Does Atlas Holdings LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160610

What changed in Atlas Holdings LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 48 to 57. Regulatory assets under management went from $10,025,148,824 to $18,115,023,438 (+81%). Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 25, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$18,115,023,438

$18,115,023,438 as of October 2026, filing dated March 25, 2026.

Discretionary: $18,115,023,438.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 0 Assets $0 (0%)
High net worth individuals
Clients 0 Assets $0 (0%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 17 Assets $18,115,023,438 (100%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Legal name
Atlas FRM LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2012 (14 years)
Employees
Total: 87. Performing investment advisory functions: 57.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
Stamford, CT
States registered or notice-filed
1 state or jurisdiction
CT

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$3.76B 2021 $8.19B 2022 $8.82B 2023 $8.53B 2024 $10B 2025 $18.1B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$18,115,023,43887March 25, 2026
October 2025$10,025,148,82479March 28, 2025
October 2024$8,533,620,89263March 28, 2024
October 2023$8,819,436,04360June 12, 2023
October 2022$8,193,811,86852April 27, 2022
October 2021$3,760,364,09043March 31, 2021

Regulatory assets under management: $3,760,364,090 in the October 2021 data and $18,115,023,438 in the October 2026 data, up 382%.

Total employees: 43 in October 2021 and 87 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 48 to 57.
    • Regulatory assets under management went from $10,025,148,824 to $18,115,023,438 (+81%).
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
atlasholdingsllc.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Atlas Holdings LLC (CRD 160610): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/atlas-holdings-llc-greenwich-ct-160610