9AT: ATLASMARK FINANCIAL, INC.

other names

ATLASMARK FINANCIAL, INC.
ANDERSON FINANCIAL, INC.

Adviser Profile

As of Date	01/12/2026
Registration	SEC, Approved, 03/14/2016
Other registrations (1)	Texas, Terminated, 04/12/2016
ADV Location	AUSTIN, TX, United States
Contact Info	512 xxxxxxx
Websites

AUM^*	228,571,101 -65%
of that, discretionary	228,571,101 -64%
Private Fund GAV^*	0
Avg Account Size	611,153 316%
% High Net Worth	26.32% 2369%
SMA’s	Yes
Private Funds	1 1

Adviser Type

- Large advisory firm

Number of Employees 1 -89%

of those in investment advisory functions 1

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

SEC Fund Type	Count	GAV
Fund TypeHedge Fund	Count1	GAV$

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser HUDSON WAY CAPITAL MANAGEMENT, LLC	Hedge Fund1.4b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.4b	AUM1.4b	#Funds7
Adviser AMIP MANAGEMENT	Hedge Fund1.5b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.5b	AUM1.5b	#Funds7
Adviser OTUS CAPITAL MANAGEMENT LIMITED	Hedge Fund122.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV122.4m	AUM501.0m	#Funds2
Adviser WASSERSTEIN MANAGEMENT, LP	Hedge Fund193.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV193.4m	AUM408.5m	#Funds3
Adviser MASONRY CAPITAL MANAGEMENT, LLC	Hedge Fund13.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV13.8m	AUM370.5m	#Funds1
Adviser VERDAD ADVISERS, L.P.	Hedge Fund692.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV692.8m	AUM1.2b	#Funds15
Adviser ENHALUS CAPITAL, LP	Hedge Fund544.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV544.9m	AUM785.5m	#Funds6
Adviser EAGLE HEALTH INVESTMENTS LP	Hedge Fund605.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV605.3m	AUM605.3m	#Funds4
Adviser THOMAS J. HERZFELD ADVISORS, INC.	Hedge Fund449.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund35.1m	Venture Capital Fund-	Other Fund-	Total Private Fund GAV484.8m	AUM890.4m	#Funds9
Adviser WINDHAM CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM192.1m	#Funds-

Brochure Summary

Overview

Ownership AtlasMark Financial, Inc., (“Advisor” or “we”) has been an investment advisor since December 2010. We are a Texas corporation, and our sole owner is Erik J. Anderson. General Description of Primary Advisory Services We offer personalized investment advisory services including asset management. The following are brief descriptions of our primary services. A detailed description is provided in Item 5, Fees and Compensation, so that clients and prospective clients (“clients” or “you”) can review the services and description of fees more thoroughly. Asset Management Services We offer asset management services providing you with continuous and on-going supervision over your accounts. This means that we continuously monitor your account and make trades in that account when necessary. Retirement Plan Services We offer advisory services to retirement plan sponsors and to plan participants. These services include fiduciary reviews for retirement plan sponsors, consulting and monitoring services and employee communication services. The services may also include management services for retirement plans. Limits Advice to Certain Types of Investments We generally offer investment advice to clients on the following types of investments:  Exchange-listed securities  Securities traded over-the-counter  Foreign issues  Warrants  Corporate debt securities (other than commercial paper)  Commercial paper  Certificates of deposit  Municipal securities  Variable life insurance  Variable annuities

 Mutual fund shares  United States government securities  Interests in partnerships investing in real estate and oil and gas interests We reserve the right to offer advice on any investment product that may be suitable for each client’s specific circumstances, needs, goals and objectives. Please also see Item 5, Fees and Compensation, and also Item 8, Methods of Analysis, Investment Strategies and Risk of Loss for more information. Tailor Advisor Services to Individual Needs of Clients Our services are always provided based on your specific needs. You have the ability to impose restrictions on your accounts, including specific investment selections and sectors. However, we will not enter into an investment advisor relationship with a prospective client whose investment objectives may be considered incompatible with our investment philosophy or strategies or where the prospective client seeks to impose unduly restrictive investment guidelines. Wrap-Fee Program versus Portfolio Management Program In traditional management programs, advisory services are provided for a fee, but transaction services are billed separately on a per-transaction basis. In wrap-fee programs, advisory services and transaction services are provided for one fee. We do not act as a portfolio manager of or sponsor wrap fee programs. Client Assets Managed by Advisor The amount of clients’ assets managed by Advisor totaled $ 647,941,456 as of December 31, 2023, with $ 640,759,878 managed on a discretionary basis and $7,181,578 managed on a non-discretionary basis.

ATLASMARK FINANCIAL, INC.

Adviser Profile

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Compensation Arrangments

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Overview