SourcingSourcing

ATOMIC INVEST LLC

C49
CRD 313255·SEC 801-121121·NEW YORK, NY
AUM
$319.5M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$959K
@ 30% margin
Est. Deal Value
$7.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATOMIC INVEST LLC
CRD
313255
SEC file #
801-121121
EIN
—
DBA names
—

Economics

AUM
$319.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$462.9M → $319.5M▼ -31%
Client mix
Individuals Other10,068
Corporations493
Charitable Organizations2

Operations

Employees (total)
21
Advisory staff (per ADV)
21
Advisory staff (5-yr trend)
'22'26
4 advisors → 21 advisors▲ +425%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
atomicvest.com/atomicinvest

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ATOMIC GROUP LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
ATOMIC GROUP LLC
ATOMICVEST, INC.
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
ATOMICVEST.COM
Rdap Domain Creation Date
2020-10-04T20:42:58Z
Rdap Firm Age Years
6
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 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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Pershing4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-04T20:42:58Z
Rdap Domain Last Changed
2025-09-19T21:07:21Z
Rdap Nameservers
Ns-1257.awsdns-29.orgNs-1657.awsdns-15.co.ukNs-378.awsdns-47.comNs-577.awsdns-08.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
Dindi, David, Nyenzo
Executive Officer · 2.5%
7359292
CATHERINE ANN MAKSTENIEKS
Executive Officer · 2.5%
3232548
Le Liu
IAR
7936994