Atairos Management, L.P. (Bryn Mawr)

Name: Atairos Management, L.P.
Address: 40 Morris Avenue, Bryn Mawr, PA, 19010
Telephone: 484-381-4144

Atairos Management, L.P. is a large advisory firm based in Bryn Mawr. It manages $5.52 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015.

Atairos Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Atairos Management: assets under management

The assets under management (AUM) of Atairos Management, L.P. is $5.52 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and $5.52 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $5.52 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.52 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Atairos Management, L.P. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Atairos Management serves?

The only and largest group of clients of Atairos Management is pooled investment vehicles with 1 clients and $5.52 billion of assets under management. Among the 12 most similar advisory firms, Atairos Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $5.52 billion for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Atairos Management also advises several private funds. Namely, one hedge fund.

Careers at Atairos Management, L.P.

The company employs 33 people that are either part- or full-time employees. 73 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Atairos Family Gp	General partner	1 Jun 2015	Other	47-4351596
Michael James Angelakis	Chairman / chief executive officer / limited partner	1 Oct 2015	75% - 100%	6575873
Clare Patricia Mcgrory	Chief financial officer / chief compliance officer	1 Jan 2016	Other	6600891
Alexander Donnell Evans	Vice president	1 Jan 2016	Other	2085248
David Lyle Caplan	Vice president / general counsel	1 Jan 2016	Other	6600897

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Michael James Angelakis	Shareholder	1 Jun 2015	75% - 100%	6575873

Based in Bryn Mawr

The principal office where Atairos Management, L.P. performs its advisory services is located at 40 Morris Avenue, Bryn Mawr, PA 19010, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 484-381-4144. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at atairos.com.