SourcingSourcing

ATREIDES MANAGEMENT, LP

C25
CRD 301152·SEC 801-115226·BOSTON, MA
AUM
$8.94B
$1B+
Est. Revenue
$89.4M
@ 1% on AUM
Est. EBITDA
$26.8M
@ 30% margin
Est. Deal Value
$214.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATREIDES MANAGEMENT, LP
CRD
301152
SEC file #
801-115226
EIN
833130520
DBA names
—

Economics

AUM
$8.94B
AUM band
$1B+
AUM trajectory
'20'26
$413.7M → $8.94B▲ +2062%
Client mix
Pooled Investment Vehicles47

Operations

Employees (total)
26
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
6 advisors → 15 advisors▲ +150%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
atreidesmgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BAKER, GAVIN, SETH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
BAKER, GAVIN, SETH
STAR, JAMES, ALBERT
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
ok
Rdap Domain
ATREIDESMGMT.COM
Rdap Domain Creation Date
2019-01-10T13:08:03Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001777813
Edgar Registered
Yes
Edgar Filing Count
40
Edgar First Filing Date
2020-02-14
Edgar Last Filing Date
2026-05-18
Edgar 13f Count
27
Edgar 13f Latest AUM Estimate
Filing Date2026-05-18
Accession0001777813-26-000006

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
Morgan Stanley31
Goldman Sachs12
E*trade4
Edgar Addresses
Mailing
ONE INTERNATIONAL PLACESUITE 4410BOSTON, MA 02110
Business
ONE INTERNATIONAL PLACESUITE 4410BOSTON, MA 02110
Edgar EIN
833130520
Edgar Recent Filings
13F-HR2026-05-18 · 0001777813-26-000006
SCHEDULE 13G/A2026-05-15 · 0002073679-26-000063
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-10T13:08:03Z
Rdap Domain Last Changed
2025-12-26T14:10:34Z
Rdap Nameservers
Earl.ns.cloudflare.comLina.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
2811165
Trust Company Affiliate
Yes

People (4)

4
BAKER, GAVIN, SETH
Direct Owner · 87.5%
2811165
STAR, JAMES, ALBERT
Direct Owner · 17.5%
2314522
FINN, DAVID, SEAN
Executive Officer · 2.5%
2773564
MALONE, LAURA, ANNE
Executive Officer · 2.5%
7154297