Atria Investments LLC (Charlotte)
Atria Investments LLC is a large advisory firm based in Charlotte. It manages $3.22 billion of regulatory assets for 16,101 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Arizona, California, and 27 other states.
Atria Investments provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Atria Investments: assets under management
The assets under management (AUM) of Atria Investments LLC is $3.22 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 10977% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 74% of the total AUM. The second-largest asset type is investment and business development companies, which make up 20% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Atria Investments LLC for their services and products based on a percentage of assets under management. 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 Barrett Walter Ayers serves?
The only and largest group of clients of Barrett Walter Ayers is other investment advisers with 97 clients and $3.22 billion of assets under management. Among the 9 most similar advisory firms, Atria Investments has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $3.22 billion for 97 clients. None of the firm’s clients are foreign persons or businesses.
Atria Investments doesn't advise any private funds.
Careers at Atria Investments LLC
The company employs 27 people that are either part- or full-time employees. 22 percent of the employees work as investment advisers or researchers. 4 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Barrett Walter Ayers has been acting as President since 1 Nov 2018. Mark Joseph Deangelis joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 10 indirect owners.Based in Charlotte
The principal office where Atria Investments LLC performs its advisory services is located at 5925 Carnegie Blvd, Charlotte, NC 28209, 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 888-295-8351 or by fax 973-201-7646. The normal business hours are 8am - 5pm est on Monday - Friday. You can find more information about the New York firm at adhesionwealth.com.
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