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Adviser Profile

As of Date 06/11/2024
Adviser Type - Large advisory firm
Number of Employees 23
of those in investment advisory functions 19
Registration SEC, Approved, 1/3/2015
AUM* 1,305,571,009 -16.14%
of that, discretionary 1,298,159,086 -15.71%
Private Fund GAV* 1,305,571,009 -16.18%
Avg Account Size 93,255,072 -34.11%
SMA’s No
Private Funds 7 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 880M 660M 440M 220M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$591,691,972
Fund TypePrivate Equity Fund Count4 GAV$713,879,037

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Brochure Summary

Overview

Atlas Merchant Capital LLC, a Delaware limited liability company formed in July 2013, is an investment adviser with its principal office located in New York, NY. Atlas Merchant Capital Holdings, Ltd. is the 99% Managing Member of Atlas Merchant Capital LLC. Atlas Merchant Capital LP holds 100% of the outstanding voting shares of Atlas Merchant Capital Holdings, Ltd., and together Robert E. Diamond, Jr. and David I. Schamis (the “Principals”) own 100% of Atlas Merchant Capital LP. Atlas Merchant Capital LLC, collectively with its affiliated investment managers (collectively, “Atlas” or the “Firm”), serves as the investment adviser to several pooled investment vehicles (each, individually, a “Fund” and, collectively, the “Funds”). Certain Funds are closed-ended investment funds pursuing an equity-focused private equity strategy (the “PE Funds”) while other Funds are open-ended investment funds pursuing a credit-focused strategy (the “Credit Funds”). Other Funds are co-investment vehicles structured to facilitate investments by third party co- investors alongside the PE Funds (“Co-Investment Vehicles”) and a fund-of-one that invests in special purpose acquisition vehicles (“SPACs”) and their sponsors (the “SPAC Fund”). The Firm may in the future advise individual investors through funds-of-one
or separately managed accounts (collectively with the Funds and the Co-Investment Vehicles, the “Clients” and each a “Client”). The Funds are exempt from registration under the Investment Company Act of 1940, as amended (the “Investment Company Act”), pursuant to Section 3(c)(7) of the Investment Company Act. Interests in the Funds are privately offered to qualified investors. In the future, Atlas may provide discretionary and/or non-discretionary investment advice to other pooled investment vehicles, funds-of-one and/or separately managed accounts. Atlas provides discretionary investment management services to each Client pursuant to separate investment advisory agreements. Investment management services provided to each Client are tailored to such Client’s specific investment strategy, objectives, limitations and restrictions, as set forth in each investment advisory agreement, private placement memorandum, limited partnership agreement and/or other Client constituent document, as applicable (collectively, the “Governing Fund Documents”). Atlas’s investment objective is to generate long-term capital appreciation as further described in the Governing Fund Documents. As of December 31, 2023, Atlas has assets under discretionary management of approximately $1.3 billion.