Atlantic Investment Management, Inc
- Regulatory AUM
- $384M
- Discretionary
- $384M
- Clients
- 8
- Avg AUM / client
- $48.0M
- Accounts
- 8
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Investments (13F portfolio — 12 positions, $171,658,756)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Kirby Corp | COM | $34,150,160 | 257,000 | 19.9% | 8.89% |
| 2 | Dauch Corp | COM | $22,771,200 | 3,840,000 | 13.3% | 5.93% |
| 3 | Aptiv Plc | COM SHS | $22,427,106 | 322,971 | 13.1% | 5.84% |
| 4 | Weatherford Intl Plc | ORD SHS | $20,072,051 | 212,223 | 11.7% | 5.23% |
| 5 | Oshkosh Corp | COM | $20,064,723 | 136,300 | 11.7% | 5.23% |
| 6 | Nomad Foods Ltd | USD ORD SHS | $12,807,939 | 1,332,772 | 7.46% | 3.34% |
| 7 | Dole Plc | ORD SHS | $9,659,297 | 675,948 | 5.63% | 2.52% |
| 8 | Pvh Corporation | COM | $8,929,280 | 128,000 | 5.2% | 2.33% |
| 9 | Abm Inds Inc | COM | $8,474,400 | 220,000 | 4.94% | 2.21% |
| 10 | Dentsply Sirona Inc | COM | $7,076,000 | 610,000 | 4.12% | 1.84% |
| 11 | Mohawk Inds Inc | COM | $3,938,400 | 40,000 | 2.29% | 1.03% |
| 12 | National Energy Services Reu | SHS | $1,288,200 | 60,000 | 0.75% | 0.34% |
Top 25 of 12 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $384M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $336M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cambrian Master Fund, Ltd. master | Hedge Fund | British Virgin Islands | $134M | 56 |
| Cambrian Global Master Fund, Ltd. master | Hedge Fund | British Virgin Islands | $110M | 25 |
| Cambrian Europe Master Fund Spc, Ltd. master | Hedge Fund | British Virgin Islands | $59.9M | 11 |
| Cambrian Japan Master Fund, Ltd. master | Hedge Fund | British Virgin Islands | $31.0M | 11 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Roepers, Alexander, J | President And Chief Investment Officer | Jan 1988 (39y) | 75% or more | |
| Min, Edward | Chief Compliance Officer And Chief Financial Officer | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ajr 2012 Revocable Trust | Atlantic Is Owned 100% By A Trust For The Benefit Of Alexander J. Roepers And Members Of His Family. | Jan 2016 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $336M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cambrian Master Fund, Ltd. | Hedge Fund | $134M | $1.0M | 56 |
| Cambrian Global Master Fund, Ltd. | Hedge Fund | $110M | $1.0M | 25 |
| Cambrian Europe Master Fund Spc, Ltd. | Hedge Fund | $59.9M | $1.0M | 11 |
| Cambrian Japan Master Fund, Ltd. | Hedge Fund | $31.0M | $1.0M | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.91 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $246M (16% of AUM) Mar 2022
- The Master Trust Bank Of Japan, Ltd $175M (12% of AUM) Mar 2022
- BNY Mellon $43.2M (3% of AUM) Mar 2020
- UBS $40.6M (3% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗