ATW PARTNERS LLC

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Adviser Profile

As of Date:

04/19/2024

Adviser Type:

- Mid-sized advisory firm


Number of Employees:

13 18.18%

of those in investment advisory functions:

6 -33.33%


Registration:

SEC, Approved, 7/31/2020

Other registrations (1)
Former registrations

ATW PARTNERS LLC

AUM:

497,443,480 10.59%

of that, discretionary:

497,443,480 56.47%

GAV:

553,101,133 4.79%

Avg Account Size:

17,765,839 -1.26%


SMA’s:

NO

Private Funds:

24 3

Contact Info

646 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
318M 272M 227M 182M 136M 91M 45M
2020 2021 2022 2023

Recent News

SPAC Chardan NexTech Acquisition 2 files for a $100 million IPO, targeting disruptive tech
03/09/2021

The company is led by Chairman Kerry Propper, co-founder and Chairman Chardan, and co-founder and managing partner of ATW Partners; and CEO and Director Jonas Grossman, managing partner and ...

NASDAQ

SPAC Chardan NexTech Acquisition files for a $200 million IPO, targeting disruptive tech
03/05/2021

The company is led by Chairman Kerry Propper, co-founder and Chairman Chardan, and co-founder and managing partner of ATW Partners; and CEO and Director Jonas Grossman, managing partner and ...

NASDAQ

RecargaPay closes a $70 million Series C
02/24/2021

Experian Ventures and ATW Partners. "RecargaPay is a pioneer in the payments sector as one of the first all-in-one platforms to serve such a wide array of everyday needs of Brazilians,” said ...

yahoo.com

RecargaPay closes a $70 million Series C
02/24/2021

Image Credits: RecargaPay RecargaPay’s Series C was co-led by Miami-based Fuel Venture Capital and Madrid-based IDC Ventures, with additional participation from LUN Partners, Experian Ventures and ATW Partners. "RecargaPay is a pioneer in the payments ...

Yahoo Finance

RecargaPay closes a $70 million Series C
02/24/2021

Image Credits: RecargaPay RecargaPay’s Series C was co-led by Miami-based Fuel Venture Capital and Madrid-based IDC Ventures, with additional participation from LUN Partners, Experian Ventures and ATW Partners. "RecargaPay is a pioneer in the payments ...

Yahoo Finance

RecargaPay closes a $70 million Series C
02/24/2021

Image Credits: RecargaPay RecargaPay’s Series C was co-led by Miami-based Fuel Venture Capital and Madrid-based IDC Ventures, with additional participation from LUN Partners, Experian Ventures and ATW Partners. "RecargaPay is a pioneer in the payments ...

ca.news.yahoo.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 24 $553,101,133

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Private Funds



Employees




Brochure Summary

Overview

The Adviser is an investment advisory firm organized as a limited liability company under the laws of the State of Delaware with its principal place of business in New York, New York. ATW Partners commenced operations as an investment adviser in 2016 and its relying adviser, ATW Partners Opportunities commenced operations in 2020. The principal owners of the Adviser are Antonio Ruiz-Gimenez and Kerry Propper (the “Principals”). The Adviser provides discretionary and non-discretionary investment advisory services to its clients, which are private pooled investment vehicles (the “Funds”) and special purpose vehicles (the “SPVs”, and together with the Funds, “Clients”), which are intended for institutional and other sophisticated investors. The Adviser generally has broad and flexible investment authority with respect to the Clients’ investment portfolios. However, the Clients for which it has non-discretionary authority have a narrow investment mandate. The Adviser
provides investment advisory services to the Clients based on each Client’s specific investment objectives and strategies. The Adviser does not tailor its advisory services to the individual needs of investors in the Clients. Each Client may have investment restrictions on investing in certain securities or other assets, to the extent such securities are outside of the applicable Client’s existing investment program. Additionally, from time to time, the Principals, or other team members of the Adviser, will serve on portfolio companies’ respective boards of directors or otherwise act to influence control over management of portfolio companies held by the Funds. The Adviser does not participate in a wrap fee program. As of December 31, 2022, the Adviser had approximately $449,810,800 in regulatory assets under management, $317,916,581 of which were managed on a discretionary basis, and $131,894,219 of which were managed on non-discretionary basis.