ATLANTIC INVESTMENT MANAGEMENT, INC

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 03/18/2024
Adviser Type - Large advisory firm
Number of Employees 8 -27.27%
of those in investment advisory functions 4 -33.33%
Registration SEC, Approved, 01/23/2006
AUM* 370,450,593 10.01%
of that, discretionary 370,450,593 10.01%
Private Fund GAV* 335,657,222 10.68%
Avg Account Size 41,161,177 34.45%
SMA’s Yes
Private Funds 4 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 2B 2B 1B 992M 661M 331M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$335,657,222

Similar advisers

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 HARBINGER CAPITAL PARTNERS LLC Hedge Fund336.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV336.4m AUM336.4m #Funds5
Adviser SAPERE WEALTH MANAGEMENT, LLC Hedge Fund78.2m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV78.2m AUM345.1m #Funds6
Adviser LEGION PARTNERS ASSET MANAGEMENT, LLC Hedge Fund446.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV446.0m AUM446.0m #Funds6
Adviser DIASTOLE WEALTH MANAGEMENT Hedge Fund26.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV26.5m AUM386.2m #Funds2
Adviser TRINITY LEGACY PARTNERS, LLC Hedge Fund12.7m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV12.7m AUM379.8m #Funds1
Adviser MONTERONE PARTNERS LLP Hedge Fund18.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV18.8m AUM246.7m #Funds1
Adviser DIKER MANAGEMENT LLC Hedge Fund70.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV70.9m AUM399.9m #Funds1
Adviser WELCH CAPITAL PARTNERS LLC Hedge Fund200.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV200.4m AUM398.6m #Funds1
Adviser ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC Hedge Fund511.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV511.6m AUM511.6m #Funds3
Adviser CORE CAPITAL MANAGEMENT, LLC Hedge Fund72.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV72.4m AUM260.9m #Funds2

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker16115Q308 Stock NameCHART INDS INC $ Position$53,264,750 % Position26.00% $ Change427.00% # Change513.00%
Stck TickerG6095L109 Stock NameAPTIV PLC $ Position$43,800,443 % Position21.00% $ Change65.00% # Change61.00%
Stck Ticker95082P105 Stock NameWESCO INTL INC $ Position$32,588,120 % Position16.00% $ Change23.00% # Change16.00%
Stck Ticker880779103 Stock NameTEREX CORP NEW $ Position$33,070,761 % Position16.00% $ Change14.00% # Change18.00%
Stck TickerG48833118 Stock NameWEATHERFORD INTL PLC $ Position$23,871,776 % Position12.00% $ Change-20.00% # Change16.00%
Stck Ticker703481101 Stock NamePATTERSON-UTI ENERGY INC $ Position$13,387,500 % Position7.00% $ Change-39.00% # Change-18.00%
Stck Ticker447011107 Stock NameHUNTSMAN CORP $ Position$4,840,000 % Position2.00% $ Change6.00% # Change0.00%

Brochure Summary

Overview

Atlantic, a Delaware corporation, is a global alternative investment firm founded in 1988 by Alexander J. Roepers, the President and Chief Investment Officer. Atlantic is owned 100% by a trust for the benefit of Alexander J. Roepers and members of his family. We invest in global equities, with a singular focus on achieving superior capital appreciation through the consistent and disciplined implementation of a value investing approach, concentrating capital and research on our highest conviction investments. We also proactively engage with management teams and boards of directors of our portfolio companies in an effort to create value through an approach we call “constructive shareholder activism” (“CSA”). Our global investment team is located in New York and collaborates across geographies and sectors to leverage our collective experience to find investments. We employ a rigorous, private-equity like research process to seek what we consider to be attractive value investments that are not highly traded by other alternative investment firms. As of February 29, 2024, Atlantic managed net assets of approximately $370 million on a discretionary basis in private
funds managed by Atlantic (the “Atlantic Funds”) and managed accounts for institutional clients. Atlantic provides individualized investment advice to each client account. Different client accounts managed by Atlantic have different levels of concentration and focus on different geographic mandates, and each client account can impose various investment restrictions or limitations on Atlantic. Atlantic does not provide individualized advice to investors within funds managed by Atlantic and therefore investors should consider whether a particular Atlantic Fund meets their investment objectives and risk tolerance prior to investing. Investors and prospective investors in each Atlantic Fund should refer to the confidential private placement memorandum, limited partnership agreement, investment advisory agreement and other governing documents for each Atlantic Fund (the “Governing Documents”) for more complete information on the investment objectives and investment restrictions with respect to a particular Atlantic Fund. As used herein, the term “client” generally refers to each Atlantic Fund and each beneficial owner of an account advised by Atlantic.