SourcingSourcing

ATIKA CAPITAL MANAGEMENT, LLC

C31
CRD 167227·SEC 801-100431·NEW YORK, NY
AUM
$887.3M
$500M-$1B
Est. Revenue
$8.9M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATIKA CAPITAL MANAGEMENT, LLC
CRD
167227
SEC file #
801-100431
EIN
000000000
DBA names
—

Economics

AUM
$887.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$506.7M → $887.3M▲ +75%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
3 advisors → 5 advisors▲ +67%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/atika-capital-management-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FARBER, BRADLEY, SETH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
FARBER, BRADLEY, SETH
VOGEL, AVI, NMN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
fallback_guess:atika.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001568947
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2013-02-11
Edgar Last Filing Date
2026-02-27
Edgar Form D Count
15
Edgar Form D Offerings
2026-02-272026-02-27 · 0000919574-26-001424
2025-02-272025-02-27 · 0000919574-25-001681

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Morgan Stanley15
E*trade4
Edgar Addresses
Mailing
ONE NEXUS WAYCAMANA BAYGRAND CAYMAN, E9, KY1-9005
Business
ONE NEXUS WAYCAMANA BAYGRAND CAYMAN, E9, KY1-9005
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-02-27 · 0000919574-26-001424
D/A2025-02-27 · 0000919574-25-001681
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2650304
Trust Company Affiliate
Yes

People (2)

2
FARBER, BRADLEY, SETH
Direct Owner · 87.5%
2650304
VOGEL, AVI, NMN
Executive Officer · 2.5%
5928496