9AT: ATLANTIC INVESTMENT MANAGEMENT, INC

other names

ATLANTIC INVESTMENT MANAGEMENT, INC

Adviser Profile

As of Date	03/19/2026
Registration	SEC, Approved, 01/23/2006
ADV Location	NEW YORK, NY, United States
Contact Info	212 xxxxxxx
Websites

AUM^*	383,985,760 4%
of that, discretionary	383,985,760 4%
Private Fund GAV^*	353,472,321 14%
Avg Account Size	47,998,220 17%
SMA’s	Yes
Private Funds	12

Adviser Type

- Large advisory firm

Number of Employees 7 -13%

of those in investment advisory functions 4

Client Types

- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

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

SEC Fund Type	Count	GAV
Fund TypeHedge Fund	Count12	GAV$353,472,321

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 LFL ADVISERS, LLC	Hedge Fund278.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV278.2m	AUM506.8m	#Funds1
Adviser PRYTANIA INVESTMENT ADVISORS LLP	Hedge Fund147.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV147.7m	AUM914.8m	#Funds4
Adviser TRINITY LEGACY PARTNERS, LLC	Hedge Fund14.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV14.1m	AUM521.2m	#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 CORE CAPITAL MANAGEMENT, LLC	Hedge Fund48.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV48.6m	AUM216.2m	#Funds2
Adviser ALIGHT CAPITAL MANAGEMENT LP	Hedge Fund645.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV645.5m	AUM754.4m	#Funds3
Adviser MASTERTON CAPITAL MANAGEMENT, LP	Hedge Fund293.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV293.1m	AUM293.1m	#Funds3
Adviser TENCORE PARTNERS, LP	Hedge Fund354.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV354.7m	AUM354.0m	#Funds5
Adviser ONE01 CAPITAL, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM165.8m	#Funds-
Adviser FLIGHT DECK CAPITAL, LP	Hedge Fund358.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV358.7m	AUM358.7m	#Funds5

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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