Data / Investment advisers / New York / Atomic Invest LLC
Atomic Invest LLC, New York, NY: $320 million AUM, SEC registered investment adviser
Atomic Invest LLC is an SEC registered investment adviser with its main office in New York, New York and reports $320 million in regulatory assets under management in its Form ADV filed August 6, 2026. Its clients include charitable organizations, corporations and other businesses and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 313255
- SEC file number
- 801-121121
- SEC status
- Approved, effective May 4, 2021
- Main office
- 107 Greenwich St 21st Floor, New York, NY 10006
- Phone
- (212) 419-5036
- Website
- atomicvest.com
- Regulatory AUM
- $319,519,697 in the Form ADV filed August 6, 2026
- Discretionary AUM
- $319,519,342
- Non discretionary AUM
- $355
- Accounts
- 10,563
- Employees
- 21, of which 21 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- August 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $205.2 million |
| Corporations or other businesses | 493 | $90.5 million |
| Individuals (other than high net worth individuals) | 10,068 | $23.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $319.5 million | March 31, 2026 |
| December 1, 2025 | $462.9 million | March 31, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Financial Decisions, LLC | New York | $327.7 million | Not listed | adviserinfo.sec.gov |
| Vinci Partners USA | New York | $327 million | Not listed | adviserinfo.sec.gov |
| MFG Partners LLC | New York | $326.6 million | 19 | adviserinfo.sec.gov |
| Hurley Capital, LLC | New York | $326.1 million | Not listed | adviserinfo.sec.gov |
| Ig4 Capital Advisors US LLC | New York | $321.5 million | 13 | adviserinfo.sec.gov |
| Hamilton Square Partners Management, LP | New York | $319.3 million | 2 | adviserinfo.sec.gov |
| Goldentree Asset Management Credit Advisor LLC | New York | $318.5 million | Not listed | adviserinfo.sec.gov |
| Tribune Investment Group | New York | $318.1 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving charitable organizations
- Advisers serving corporations and other businesses
- Atomic Invest LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.