{"url":"https://nivawealth.com/firms/atlas-frm-160610","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160610","regulatoryAum":18115023438,"crd":"160610","secFileNumber":"801-73745","legalName":"Atlas FRM LLC","displayName":"Atlas FRM","website":null,"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"100 Northfield Street","city":"Greenwich","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06830"},"tradeNames":[],"registration":{"secApproved":"28 February 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":87,"advisory":57,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":18115023438,"discretionaryAccounts":17,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":17,"regulatoryAum":18115023438}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Atlas FRM has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Michael O'Donnell","title":"Chief Compliance Officer","crd":"6308868"},{"name":"Sam Astor","title":"Managing Partner","crd":"6453234"},{"name":"Peter Bacon","title":"Partner","crd":"2810298"},{"name":"Gregory Blake","title":"Partner","crd":"5368406"},{"name":"Andrew Bursky","title":"Managing Partner","crd":"6022400"},{"name":"Timothy Fazio","title":"Managing Partner","crd":"6022410"},{"name":"David Filippelli","title":"Partner","crd":"7090712"},{"name":"Edward Fletcher","title":"Partner","crd":"6022617"},{"name":"Jacob Hudson","title":"Managing Partner","crd":"6166974"},{"name":"Jerome Lay","title":"Partner","crd":"5553137"},{"name":"Neil Mahajan","title":"Partner","crd":"7349615"},{"name":"Anastasios Papadoakos","title":"Partner, and CFO","crd":"8057083"},{"name":"Philip Schuch","title":"Partner","crd":"6022416"},{"name":"Michael Sher","title":"Managing Partner","crd":"5355495"},{"name":"Jason Squire","title":"Partner","crd":"5160575"}],"ownership":[{"label":"Andrew Bursky","detail":"Managing partner in the 25% to 50% ownership band and a control person, since December 2001."},{"label":"Timothy Fazio","detail":"Managing partner in the 25% to 50% ownership band and a control person, since December 2001."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Connecticut","offices":2,"addresses":[{"street":"100 Northfield Street","city":"Greenwich","headquarters":true},{"street":"484 Pacific Street","city":"Stamford"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"203-622-9138","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":17},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160610/PDF/160610.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Atlas FRM have?","answer":"Atlas FRM has 17 clients and manages $18.1 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Atlas FRM offer?","answer":"Atlas FRM provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Atlas FRM have?","answer":"Atlas FRM has 0 investment adviser representatives registered with state securities authorities, out of 87 employees, and 57 perform investment advisory functions. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}