ATLAS PRINCIPALS, LLC

https://www.linkedin.com/company/atlas-principals-llc CHARLOTTE, NC Investment Advisor How do I update this listing?

Atlas Principals is based out of Charlotte. Atlas Principals is a large advisory firm with 3 clients and discretionary assets under management (AUM) of $110,361,721 (Form ADV from 2019-08-22). Their last reported 13F filing for Q4 2019 included $276,136,000 in managed 13F securities and a top 10 holdings concentration of 67.06%. Atlas Principals's largest holding is SPDR S&P 500 ETF Trust with shares held of 270,000. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 6.73%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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View Last Form Adv Compilation Report on Record

ATLAS PRINCIPALS, LLC
Classified as Hedge Fund
532 GOVERNOR MORRISON STREET SUITE 200
CHARLOTTE NC    28211
Country: United States

Business Phone: 704-469-6349
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 4
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 110,362,000
Total Number of Clients: 3
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

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