ATALAN CAPITAL PARTNERS, LP

other names
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Adviser Profile
As of Date 04/29/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 5
Registration SEC, Approved, 06/25/2015
AUM* 2,417,604,412 8.65%
of that, discretionary 2,417,604,412 8.65%
Private Fund GAV* 2,417,604,412 8.65%
Avg Account Size 805,868,137 8.65%
SMA’s No
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 2B 1B 771M 386M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$2,417,604,412

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Top Holdings

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Stck Ticker893641100 Stock NameTRANSDIGM GROUP INC $ Position$146,994,390 % Position13.00% $ Change1.00% # Change-9.00%
Stck Ticker87422Q109 Stock NameTALEN ENERGY CORP $ Position$126,015,680 % Position11.00% $ Change # Change
Stck Ticker46266C105 Stock NameIQVIA HLDGS INC $ Position$123,224,400 % Position11.00% $ Change5.00% # Change-6.00%
Stck Ticker573874104 Stock NameMARVELL TECHNOLOGY INC $ Position$130,176,600 % Position11.00% $ Change15.00% # Change11.00%
Stck Ticker883556102 Stock NameTHERMO FISHER SCIENTIFIC INC $ Position$110,724,030 % Position10.00% $ Change6.00% # Change-5.00%
Stck Ticker032095101 Stock NameAMPHENOL CORP NEW $ Position$90,898,200 % Position8.00% $ Change17.00% # Change21.00%
Stck TickerG96629103 Stock NameWILLIS TOWERS WATSON PLC LTD $ Position$73,632,500 % Position6.00% $ Change-15.00% # Change-24.00%

Brochure Summary

Overview

Atalan Capital Partners, LP (“Atalan” or the “Firm”) is an investment adviser with its principal place of business in New York, New York. Atalan is a limited partnership that was formed in December 2014, under the laws of the State of Delaware. Atalan is owned and controlled by Atalan Capital Partners (GP), LLC, a Delaware limited liability company. David R. Thomas is the Managing Member of Atalan Capital Partners (GP), LLC. Atalan offers investment advisory services on a discretionary basis to private funds (“Funds”) that are intended for sophisticated investors. The Funds are offered in a master-feeder structure. Atalan Partners,
LP (the “Domestic Fund”), a Delaware limited partnership, and Atalan Offshore Fund, Ltd. (the “Offshore Fund” and, together with the Domestic Fund, the “Feeder Funds” and each individually a “Fund”), a Cayman Islands exempted company, invest their capital in Atalan Master Fund, LP, a Cayman Islands exempted limited partnership (the “Master Fund”). The Funds are managed in accordance with their own objectives and are not tailored to any particular private fund investor (each an "Investor"). As of December 31, 2023, the Firm managed $2,417,604,412 in regulatory assets under management (“RAUM”), all on a discretionary basis.