AUMdb

Atomic Vaults Advisors Llc

SEC-registered Investment Adviser · Boutique (under $100M) CRD 330278 · SEC file 801-131014 · San Francisco, CA · www.atomicvaults.com
☆ Save with Pro ADV data as of Feb 19, 2025
Regulatory AUM
$0
Discretionary
$0
Clients
0
Avg AUM / client
Accounts
0
Employees
2

AUM over time

$0 $0
Jul 30, 2024 Feb 19, 2025

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 19, 2025

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 0 $0
High net worth individuals 0 $0
Banking or thrift institutions 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal government entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations and other businesses 0 $0

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Jain, Bonny Shareholder Jun 2021 (5y) GP / trustee / elected manager of Atomic Vaults, Inc. (indirect)
Zhao, Ming Chief Compliance Officer Jun 2021 (5y) ≈ 56.25% – 100% via Atomic Vaults, Inc.

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Atomic Vaults, Inc. Sole Member Jan 2024 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Zhao, Ming: 75% – 100% of Atomic Vaults, Inc. × 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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/19/2025 933 KB 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

  • Fixed fees

Services

  • Portfolio management for businesses/institutional clients
  • Other services

Custody

Firm reports it does not have 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: Feb 19, 2025.

View current Form ADV (SEC/IAPD) ↗