Atlas Principals is a fund manager in Charlotte with $103.87 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
SEC advisor number
801-117377
FINRA CRD number
285099
AUM ?
$103.87 mm
(as of 25 Mar 22)
Accounts
2
(as of 25 Mar 22)
Employees
5
(4 investment advisory or research)
Address
Atlas Principals
532 GOVERNOR MORRISON STREET, SUITE 200
CHARLOTTE
NC 28211
532 GOVERNOR MORRISON STREET, SUITE 200
CHARLOTTE
NC 28211
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Phone
704-469-6349
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Aguilera, Andrew, J | Co-founder and Chief Investment Officer | 02/2009 | < 5% |
Venia Et Veritas GST Trust U/a/d 03/26/2014 | Member | 04/2014 | 25-50% |
Wilfong, Seth, Martyn | Co-founder and Chief Investment Officer, Chief Compliance Officer | 02/2009 | < 5% |
Wilfong, Shawn, Michael | Co-founder and Portfolio Manager | 02/2009 | < 5% |
Ad Infinitum GST Trust U/a/d 03/26/2014 | Member | 04/2014 | 25-50% |
Acta Non Verba GST Trust U/a/d 03/26/2014 | Member | 04/2014 | 25-50% |
Aguilera, Andrew, J | Trustee | 04/2014 | |
Wilfong, Seth, Martyn | Trustee | 04/2014 | |
Aguilera, Andrew, J | Trustee | 04/2014 |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Atlas Principals, LLC | $103.87 mm | |
the Snowball Master Fund LTD. | $86.03 mm | Hedge Fund |
the Snowball Fund, L.P. | ||
the Snowball Offshore Fund, LTD. |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
17 May 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
16 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20