Atfs Advisers Llc
- Regulatory AUM
- $154M
- Discretionary
- $40.3M
- Clients
- 48
- Avg AUM / client
- $3.2M
- Accounts
- 52
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $15.8M | 10.3% |
| High net worth individuals | 7 | $136M | 88.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $1.7M | 1.12% |
| Corporations and other businesses | Fewer than 5 | $54.3K | 0.04% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Heaslip, Tobias, Francis | Ceo And Cio | Aug 2020 (6y) | ≈ 18.75% – 50% via Atlas Financial Services, Inc. | |
| Gallas, Matthias, Spike Graner | Chief Compliance Officer | Nov 2022 (4y) | Less than 5% | |
| Joshua Aaron Perlmutter | Registered representative | Jan 2024 (3y) | ||
| Cody Ryan Terrion | Registered representative | Apr 2024 (2y) | ||
| Kristian Delan Mtetwa | Registered representative | Jul 2025 (1y) | ||
| Alex Gregory Goldstein | Registered representative | Sep 2025 (1y) | ||
| Wayne Goldstein | Registered representative | Sep 2025 (1y) | ||
| Sohrab Mirzabeigifini | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Atlas Financial Services, Inc. | Sole Member | Oct 2022 | A | 75% or more |
| Lcg Partners Fund, L.P. | Shareholder (Series Seed 1 Preferred) | Dec 2020 | B | ≈ 56.25% – 100% via Atlas Financial Services, Inc. |
| Lightspeed Venture Partners Xiii, L.P. | Shareholder (Series A Preferred) | Dec 2021 | B | ≈ 37.5% – 75% via Atlas Financial Services, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Heaslip, Tobias, Francis: 25% – 50% of Atlas Financial Services, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Lcg Partners Fund, L.P.: 75% – 100% of Atlas Financial Services, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Lightspeed Venture Partners Xiii, L.P.: 50% – 75% of Atlas Financial Services, Inc. × 75% – 100% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.16 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
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $38.6M (25% of AUM) Jul 2026
- Apex Clearing $13.4K (100% of AUM) Sep 2024
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: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗