Atom Investors LP (Austin)

Atom Investors LP is a large advisory firm based in Austin. It manages $1.99 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Texas.

Atom Investors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Atom Investors: assets under management

The assets under management (AUM) of Atom Investors LP is $1.99 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% since the beginning of its operation, and $1.99 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.99 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $662.71 million each.

Atom Investors has custody of $1.99 billion in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Atom Investors LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Atom Investors serves?

The only and largest group of clients of Atom Investors is pooled investment vehicles with 3 clients and $1.99 billion of assets under management. Among the 9 most similar advisory firms, Atom Investors has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.99 billion for 3 clients. 66% of the firm’s clients are foreign persons or businesses.

Atom Investors also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Atom Investors LP

The company employs 26 people that are either part- or full-time employees. 38 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Atom Gp Llc	General partner	1 Feb 2018	75% - 100%	82-4453777
Basil Qunibi	Chairman / chief executive officer / chief investment officer	1 Feb 2018	25% - 50%	6937213
John Paul Cunningham	Chief operating officer / chief financial officer	1 Feb 2018	Other	2090213
Craig Andrew Fisher	General counsel / chief compliance officer	1 Mar 2018	Other	5052362
Fusion Investors Llc	Limited partner	1 May 2018	50% - 75%	82-4476272

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Fusion Investors Llc	Managing member	1 Feb 2018	75% - 100%	82-4476272

Based in Austin

The principal office where Atom Investors LP performs its advisory services is located at 3711 S Mopac Expy, Building One, Austin, TX 78746, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (737) 808-4595. The normal business hours are 9:00 a.m. to 6:00 p.m. on Monday - Friday.