9AT: ATLANTIC INVESTMENT MANAGEMENT, INC

other names

ATLANTIC INVESTMENT MANAGEMENT, INC

Adviser Profile

As of Date	03/21/2025
ADV Location	NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees	9
of those in investment advisory functions	4 -20%
Registration	SEC, Approved, 01/23/2006

AUM^*	352,256,498 -5%
of that, discretionary	352,256,498 5%
Private Fund GAV^*	311,406,109 -6%
Avg Account Size	39,139,611 28%
SMA’s	Yes
Private Funds	12
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

Fund Type	Count	GAV
Fund TypeHedge Fund	Count12	GAV$311,406,109

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	AUM134.2m	#Funds27
Adviser SAPERE WEALTH MANAGEMENT, LLC	Hedge Fund82.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV82.2m	AUM346.2m	#Funds6
Adviser LEGION PARTNERS ASSET MANAGEMENT, LLC	Hedge Fund200.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV200.9m	AUM200.9m	#Funds8
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	AUM378.0m	#Funds2
Adviser TRINITY LEGACY PARTNERS, LLC	Hedge Fund13.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV13.9m	AUM460.4m	#Funds1
Adviser MONTERONE PARTNERS LLP	Hedge Fund19.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV19.9m	AUM229.1m	#Funds3
Adviser DIKER MANAGEMENT LLC	Hedge Fund75.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV75.6m	AUM371.8m	#Funds1
Adviser WELCH CAPITAL PARTNERS LLC	Hedge Fund239.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV239.2m	AUM480.9m	#Funds1
Adviser ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC	Hedge Fund628.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV628.9m	AUM628.9m	#Funds8
Adviser CORE CAPITAL MANAGEMENT, LLC	Hedge Fund67.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV67.0m	AUM233.7m	#Funds2

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck TickerG0750C108	Stock NameAXALTA COATING SYS LTD	$ Position$33,085,440	% Position19.00%	$ Change51.00%	# Change34.00%
Stck Ticker497266106	Stock NameKIRBY CORP	$ Position$24,570,140	% Position14.00%	$ Change	# Change
Stck Ticker34354P105	Stock NameFLOWSERVE CORP	$ Position$21,785,320	% Position12.00%	$ Change	# Change
Stck TickerG3265R107	Stock NameAPTIV PLC	$ Position$20,998,633	% Position12.00%	$ Change-20.00%	# Change-10.00%
Stck Ticker688239201	Stock NameOSHKOSH CORP	$ Position$19,422,398	% Position11.00%	$ Change0.00%	# Change4.00%
Stck TickerG48833118	Stock NameWEATHERFORD INTL PLC	$ Position$17,998,861	% Position10.00%	$ Change-27.00%	# Change-36.00%
Stck Ticker024061103	Stock NameAMERICAN AXLE & MFG HLDGS IN	$ Position$12,070,030	% Position7.00%	$ Change	# Change
Stck Ticker044186104	Stock NameASHLAND INC	$ Position$12,495,361	% Position7.00%	$ Change-8.00%	# Change-25.00%
Stck Ticker000957100	Stock NameABM INDS INC	$ Position$8,460,000	% Position5.00%	$ Change	# Change
Stck TickerG6564A105	Stock NameNOMAD FOODS LTD	$ Position$6,740,038	% Position4.00%	$ Change-29.00%	# Change-25.00%

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.

ATLANTIC INVESTMENT MANAGEMENT, INC

Adviser Profile

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