Alatus Capital Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 7
- Avg AUM / client
- $343M
- Accounts
- 10
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $2.0B | 84.7% |
| State or municipal government entities | Fewer than 5 clients | $365M | 15.2% |
| Corporations and other businesses | Fewer than 5 clients | $1.8M | 0.08% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $1.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Alatus Inflection Long Only Master Fund Ltd master | Hedge Fund | Cayman Islands | $768M | 49 |
| Aquilus Inflection Master Fund Ltd master | Hedge Fund | Cayman Islands | $638M | 58 |
| Alatus Ucits Inflection Long Only | Hedge Fund | Luxembourg | $365M | 33 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Firmenich, Antoine, Alfred | Managing Director And Member | Jan 2007 (20y) | 25% – 50% | |
| Haag, Jerome, Robert | Chief Compliance Officer, Chief Operating Officer And Chief Financial Officer | Dec 2007 (19y) | Less than 5% | |
| Mcneill, Patrick | Investment Director | Jan 2008 (19y) | Less than 5% | |
| Rivara, Pierre Laurent, Bruno Paolo Jean | Vice Chairman Of The Managing Directors | May 2013 (13y) | Less than 5% | |
| Cadelli, Serge, Pierre | Chairman Of The Managing Directors | Nov 2013 (13y) | Less than 5% | |
| Vogel, Richard, Jean Nicolas | Director And Shareholder | Mar 2017 (9y) | ≈ 37.5% – 75% via Vnext Ltd | |
| Mayer Wolf, Mariana | Managing Director | Mar 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vnext Ltd | Member | Mar 2017 | A | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Vogel, Richard, Jean Nicolas: 75% – 100% of Vnext Ltd × 50% – 75% direct ≈ 37.5% – 75% 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 (3, $1.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Alatus Inflection Long Only Master Fund Ltd | Hedge Fund | $768M | $5.0M | 49 |
| Aquilus Inflection Master Fund Ltd | Hedge Fund | $638M | $500K | 58 |
| Alatus Ucits Inflection Long Only | Hedge Fund | $365M | $25.0K | 33 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.73 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
- State Street $791M (32% of AUM) Mar 2023
- BNY Mellon $365M (15% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗