Atairos Management, L.P
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Overview
Atairos Management, L.P is a financial advisor company headquartered in Bryn Mawr, Pennsylvania. The firm controls $6.5 billion in assets throughout two client accounts, making it one of the largest firms in the country by assets under management (AUM). Atairos Management, L.P has a small team, including 24 financial advisors. Atairos Management, L.P does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like options, bonds and stocks.
Atairos Management, L.P administers all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell decisions are made by an investment advisor without needing to seek the client's consent. The investment advisory firm's average account size is $3.3 billion. The average advisor at Atairos Management, L.P manages fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The company's main office is at 40 Morris Avenue, Bryn Mawr, Pennsylvania 19010.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Atairos Management, L.P by the Numbers
$6.5 billion
32
2
$3.3 billion
Fee Structure
Financial management fees largely depend on which service is offered. Fees charged by the company most likely include some blend of the following fee types: fixed or other. The company does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
It works with pooled investment vehicles. Out of its two clients, Atairos Management, L.P's largest client is pooled investment vehicles. About 50% of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Atairos Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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