SourcingSourcing

ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC

C40
CRD 163428·SEC 801-80057·NEW YORK, NY
AUM
$612.4M
$500M-$1B
Est. Revenue
$6.1M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC
CRD
163428
SEC file #
801-80057
EIN
—
DBA names
—

Economics

AUM
$612.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$669.1M → $612.4M▼ -8%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
15
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
14 advisors → 14 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based feesOther Compensation

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
atlanticcreek.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ATLANTIC CAPITAL PROPERTY
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
ATLANTIC CAPITAL PROPERTY
BLUEGATE PARTNERS, LLC
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
ATLANTICCREEK.COM
Rdap Domain Creation Date
2011-04-12T19:17:26Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
E*trade4
Wells Fargo2
Morgan Stanley1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-05-12T11:59:59Z
Rdap Domain Last Changed
2022-09-09T06:35:53Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
BYLIN, ERIC, MOORE
Executive Officer · 2.5%
2016584
DELILLO, MARK, ALBERT
Executive Officer · 2.5%
6047927
MURPHY, BERNADETTE
Executive Officer · 2.5%
6557947
NICOLETTA, VEROUTIS
Executive Officer · 2.5%
7244999
SACHS, DANIEL, LEWIS
Executive Officer · 2.5%
6047916