Atreides Management, Lp
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Overview
Atreides Management, Lp operates as a financial advisory company that has its headquarters in Boston, Massachusetts. Atreides Management, Lp has $3.9 billion in assets under management over 34 client accounts, making it one of the largest investment advisory firms in the country by assets under management (AUM). Atreides Management, Lp has a small team, including 12 financial advisors. Atreides Management, Lp is not a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as options, stocks and bonds.
Atreides Management, Lp administers all of the company's client assets on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make buy and sell choices for the client's account without needing the client's permission. The investment advisory firm's typical account size is $113.7 million. An average advisor at Atreides Management, Lp administers around three client accounts, placing it among the most individualized financial advisor firms in the country.
Atreides Management, Lp's central office is at One International Place, Boston, Massachusetts 2110. The company is legally permitted to provide services to customers in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Atreides Management, Lp by the Numbers
$3.9 billion
20
34
$113.7 million
Fee Structure
Fees charged by financial advisors largely depend on which services are offered. Fee types billed by Atreides Management, Lp most likely include some blend of the following fee types: asset-based or performance-based. Atreides Management, Lp does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Atreides Management, Lp provides services to pooled investment vehicles. Out of its 34 accounts, Atreides Management, Lp's largest client group by number of accounts is pooled investment vehicles. About 51% of its 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
Atreides Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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