{"url":"https://nivawealth.com/firms/atria-investments-143593","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/143593","regulatoryAum":11048554773,"crd":"143593","secFileNumber":"801-67829","legalName":"Atria Investments, Inc.","displayName":"Atria Investments","website":null,"linkedinUrl":"https://www.linkedin.com/company/adhesion-wealth-advisor-solutions/","founded":null,"organization":"North Carolina corporation","fiscalYearEnd":"December","headquarters":{"street":"2825 South BLVD, Suite 500","city":"Charlotte","state":"NC","stateName":"North Carolina","country":"United States","postalCode":"28209"},"tradeNames":[],"registration":{"secApproved":"24 April 2007","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":60,"advisory":15,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":11048554773,"discretionaryAccounts":31684,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Other investment advisers","clients":113,"regulatoryAum":11048554773}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":6939289571},{"name":"Fidelity Clearing & Custody Solutions","shortName":"Fidelity","location":"Boston, MA","smaAssets":2306734950}],"custodyNote":"Atria Investments does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Hyun Kim","title":"Chief Executive Officer/Director","crd":"3095923"},{"name":"Carrie Hansen","title":"EVP & Chief Operating Officer","crd":"4781315"},{"name":"Daniel Mulvey","title":"Chief Compliance Officer","crd":"1976010"},{"name":"Ted Angus","title":"EVP","crd":"4156167"},{"name":"Lou Maiuri","title":"Chairman","crd":"8005323"},{"name":"Joel McNatt","title":"EVP","crd":"2903101"},{"name":"Gary Zyla","title":"EVP/Treasurer/Director","crd":"5906412"}],"ownership":[{"label":"Assetmark Financial Holdings, Inc.","detail":"Sole shareholder - direct owner in the 75% or more ownership band and a control person, since December 2022."},{"label":"GTCR Fund Xiv/A LP","detail":"Indirect owner: a member of GTCR Everest Holdings, LLC. in the 25% to 50% band and a control person, since September 2024.","parent":"GTCR Everest Holdings, LLC."},{"label":"GTCR Everest Borrower, LLC","detail":"Indirect owner: a shareholder of Assetmark Financial Holdings, Inc. in the 75% or more band and a control person, since September 2024.","parent":"Assetmark Financial Holdings, Inc."},{"label":"GTCR Everest Intermediate, Inc.","detail":"Indirect owner: a managing member of GTCR Everest Borrower, LLC in the 75% or more band and a control person, since September 2024.","parent":"GTCR Everest Borrower, LLC"},{"label":"GTCR Everest Topco, Inc.","detail":"Indirect owner: a shareholder of Violet Investors LP in the 75% or more band and a control person, since September 2024.","parent":"Violet Investors LP"},{"label":"GTCR Everest Holdings, LLC.","detail":"Indirect owner: a shareholder of GTCR Everest Topco, Inc. in the 75% or more band and a control person, since September 2024.","parent":"GTCR Everest Topco, Inc."},{"label":"GTCR Partners Xiv/A&c LP","detail":"Indirect owner: general partner of GTCR Fund Xiv/A LP and a control person, since September 2024. 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