# Atreides Management, LP

> Atreides Management, LP is an SEC-registered investment advisory firm in Boston, MA, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 301152
- Filed as: ATREIDES MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301152
- AdvisorCensus page: https://advisorcensus.com/firm/atreides-management-lp-boston-ma-301152

## Quick answers

**How is Atreides Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Atreides Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Atreides Management, LP located?**
Atreides Management, LP's principal office is in Boston, MA, according to its Form ADV.

**Is Atreides Management, LP registered with the SEC or a state?**
Atreides Management, LP is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301152.

**How much does Atreides Management, LP manage?**
Atreides Management, LP reports $8,943,718,846 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**How have Atreides Management, LP's assets and staff changed since 2021?**
In the Form ADV data for Atreides Management, LP: Regulatory assets under management: $2,244,467,242 in the October 2021 data and $8,943,718,846 in the October 2026 data, up 298%. Total employees: 12 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atreides Management, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (47).

**Does Atreides Management, LP 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/301152

**What changed in Atreides Management, LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $5,524,743,635 to $8,943,718,846 (+62%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,943,718,846
- Discretionary: $8,943,718,846
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 47 | $8,943,718,846 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 26 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- atreidesmgmt.com
- theorg.com/org/atreides-management
- Facebook @atreidesmanagement
- LinkedIn @atreides-management
- X @atreidesmgmt

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,244,467,242 | 12 | September 20, 2021 |
| October 2022 | $4,787,117,243 | 17 | March 31, 2022 |
| October 2023 | $3,867,366,847 | 20 | March 31, 2023 |
| October 2024 | $4,691,533,144 | 22 | March 28, 2024 |
| October 2025 | $5,524,743,635 | 24 | March 31, 2025 |
| October 2026 | $8,943,718,846 | 26 | August 28, 2026 |

Regulatory assets under management: $2,244,467,242 in the October 2021 data and $8,943,718,846 in the October 2026 data, up 298%.
Total employees: 12 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $5,524,743,635 to $8,943,718,846 (+62%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atreides Management, LP (CRD 301152): Form ADV filing data as of October 2026.