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Atticus Capital Advisors LLC

Atticus Capital Advisors LLC. CRD 288009

Atticus Capital Advisors LLC logo

CRD: 288009

Atticus Capital Advisors LLC

Charlotte, NC, 28203
7046416345
$103.1M Total AUM
$103.1M Disc. AUM
-- 3Y CAGR
1 Employees
133 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Eagle
Established Date
05-30-2017
Office Locations
1

Office Locations

828 East Blvd Charlotte NC

About Atticus Capital Advisors LLC

Founded by Timothy R. Barakett in 1995, Atticus Capital was a diversified alternative asset manager focused on event-driven equity investing through the Atticus Global and Atticus Trading Funds. The firm wound down in 2009 and liquidated the funds, returning 100% of investor capital with no side pockets. The website notes it does not provide investment advisory services to the public and directs to TRB Advisors, Mr. Barakett’s family office and global direct investment business.

Team overview

-- AVG AGE
$103.1M AVG AUM / ADVISOR
$775.2K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Peak Peak capital Vector

Client Personas

Focus timber

Custodian

North optima

Investment Vehicles

Catalyst

Services

Eagle Catalyst foundation Frontier Vector

Technology

Unison

Owner & Executives

R

ROBERT DAMON COLEY

Chief Compliance Officer, Chief Investment Officer, President

CRD
#4749533
Ownership
75% or more
(411) 369-5120
vector.signal@wavecapital.com
in linkedin.com/in/matrix-summit

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $103,099,917 --
Non-Discretionary $0 --
Total $103,099,917 --

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Separately Managed Accounts

Total SMA Asset: $103,099,917

$103.1M Total SMA
Public Funds:
27.9%
Equity - Exchange:
11.6%
Cash:
20.9%
U.S. Government/Agency:
39.6%
Asset class Assets Assets %
Public Funds $714,418,586 27.9%
Equity - Exchange $297,034,251 11.6%
Cash $535,173,779 20.9%
U.S. Government/Agency $1,014,013,477 39.6%
Total $2,560,640,093 100.0%

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