Atl Advisor Lp
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 7
- Avg AUM / client
- $225M
- Accounts
- 7
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $1.6B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $1.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Aerospace, Transportation And Logistics Fund Ii Lp | Private Equity Fund | Delaware | $505M | 31 |
| Atl Ii Rock It Aiv Lp | Private Equity Fund | Cayman Islands | $216M | 31 |
| Atl Ii Rock It Co Invest Lp | Private Equity Fund | Cayman Islands | $200M | 10 |
| Atl Ii Arrive Co Invest Lp | Private Equity Fund | Delaware | $190M | 3 |
| Atl Ii Arrive Co Invest B Lp | Private Equity Fund | Delaware | $140M | 12 |
| Atl Ii Valence Co Invest Lp | Private Equity Fund | Delaware | $44.5M | 3 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nash, Frank, Vincent | Member | Sep 2014 (12y) | ≈ 56.25% – 100% via Tai Tam Llc | |
| Bowdren, Jaclyn, Marion | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tai Tam Llc | General Partner | Sep 2014 | A | 75% or more |
| Atl Ugp Llc | Managing Member | Mar 2018 | A | 75% or more |
Estimated effective ownership (look-through of filed bands):
- Nash, Frank, Vincent: 75% – 100% of Tai Tam Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (6, $1.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Aerospace, Transportation And Logistics Fund Ii Lp | Private Equity Fund | $505M | $2.0M | 31 |
| Atl Ii Rock It Aiv Lp | Private Equity Fund | $216M | $0 | 31 |
| Atl Ii Rock It Co Invest Lp | Private Equity Fund | $200M | $0 | 10 |
| Atl Ii Arrive Co Invest Lp | Private Equity Fund | $190M | $3 | 3 |
| Atl Ii Arrive Co Invest B Lp | Private Equity Fund | $140M | $0 | 12 |
| Atl Ii Valence Co Invest Lp | Private Equity Fund | $44.5M | $0 | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.77 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
- • Other fees
- • MONITORING FEES FROM PORTFOLIO COMPANIES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗