SourcingSourcing

ATLAS FRM LLC

C17
CRD 160610·SEC 801-73745·GREENWICH, CT
AUM
$18.12B
$1B+
Est. Revenue
$181.2M
@ 1% on AUM
Est. EBITDA
$54.3M
@ 30% margin
Est. Deal Value
$434.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATLAS FRM LLC
CRD
160610
SEC file #
801-73745
EIN
061583695
DBA names
Atlas Holdings Llc

Economics

AUM
$18.12B
AUM band
$1B+
AUM trajectory
'20'26
$3.44B → $18.12B▲ +427%
Client mix
Pooled Investment Vehicles17

Operations

Employees (total)
87
Advisory staff (per ADV)
57
Advisory staff (5-yr trend)
'20'26
26 advisors → 57 advisors▲ +119%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
atlasholdingsllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BURSKY, ANDREW, MAYER
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
15
Control Persons
BURSKY, ANDREW, MAYER
FAZIO, TIMOTHY, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ATLASHOLDINGSLLC.COM
Rdap Domain Creation Date
2002-05-30T14:23:10Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001879898
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-03-11
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001879898-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan22
Goldman Sachs8
E*trade4
Edgar Addresses
Mailing
100 NORTHFIELD STREETGREENWICH, CT 06830
Business
100 NORTHFIELD STREETGREENWICH, CT 06830
Edgar EIN
061583695
Edgar Recent Filings
13F-HR2026-05-14 · 0001879898-26-000005
13F-HR2026-02-12 · 0001879898-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-05-30T14:23:10Z
Rdap Domain Last Changed
2022-05-30T18:01:38Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6022400
Trust Company Affiliate
No

People (15)

15
BURSKY, ANDREW, MAYER
Direct Owner · 37.5%
6022400
FAZIO, TIMOTHY, JOSEPH
Direct Owner · 37.5%
6022410
ASTOR, SAM, GOLDLUST
Executive Officer · 2.5%
6453234
BACON, PETER, A
Executive Officer · 2.5%
2810298
BLAKE, GREGORY, J
Executive Officer · 2.5%
5368406
Filippelli, David, Alan
Executive Officer · 2.5%
7090712
FLETCHER, EDWARD, JOSEPH
Executive Officer · 2.5%
6022617
HUDSON, JACOB, DIVINE
Executive Officer · 2.5%
6166974
LAY, JEROME, ERIC
Executive Officer · 2.5%
5553137
Mahajan, Neil
Executive Officer · 2.5%
7349615
O'DONNELL, MICHAEL, PATRICK
Executive Officer · 2.5%
6308868
Papadoakos, Anastasios, NMN
Executive Officer · 2.5%
8057083
SCHUCH, PHILIP, EARL
Executive Officer · 2.5%
6022416
SHER, MICHAEL, WOLCHUCK
Executive Officer · 2.5%
5355495
SQUIRE, JASON, MARK
Executive Officer · 2.5%
5160575