Atlantic Creek Investment Management, LLC (New York)

Name: Atlantic Creek Investment Management, LLC
Address: 525 Seventh Avenue, New York, NY, 10018
Telephone: 212-381-7614

Atlantic Creek Investment Management, LLC is a large advisory firm based in New York. It manages $669.07 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Florida.

Atlantic Creek Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Atlantic Creek Investment Management: assets under management

The assets under management (AUM) of Atlantic Creek Investment Management, LLC is $669.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 204% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $669.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $167.27 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Atlantic Creek Investment Management, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Atlantic Creek Investment Management serves?

The only and largest group of clients of Atlantic Creek Investment Management is pooled investment vehicles with 4 clients and $669.07 million of assets under management. Among the 9 most similar advisory firms, Atlantic Creek Investment Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $669.07 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Atlantic Creek Investment Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Atlantic Creek Investment Management, LLC

The company employs 16 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. No 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Bluegate Partners	Managing member of atlantic creek investment management, llc	1 May 2011	50% - 75%	37-1565280
Atlantic Capital Property Investments Corp.	Member of atlantic creek investment management, llc	1 May 2011	50% - 75%	45-1961005
Daniel Lewis Sachs	Vice president	1 May 2011	Other	6047916
Llc Bluegate Partners	Managing member of atlantic creek partners ii, llc	1 Jun 2013	50% - 75%	37-1565280
Atlantic Capital Property Investments Corp.	Member of atlantic creek partners ii, llc	1 Jun 2013	50% - 75%	45-1961005
Perpetua Seidenberg	Chief compliance officer	1 Jun 2014	Other	6308298
Atlantic Capital Property Investments Corp.	Member of atlantic creek partners iii, llc	1 Jun 2016	50% - 75%	46-1961005
Llc Bluegate Partners	Managing member of atlantic creek partners iii, llc	1 Jun 2016	50% - 75%	37-1565280
Bernadette Murphy	Chief compliance officer	1 Aug 2018	Other	6557947

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Fanjul Corp.	Shareholder	1 Oct 1997	50% - 75%	59-2821515
Daniel Lewis Sachs	Member	1 May 2008	25% - 50%	6047916
Eric Moore Bylin	Member	1 May 2008	25% - 50%	2016584
Mark Albert Delillo	Member	1 May 2008	25% - 50%	6047927
Florida Crystals Corporation	Member	1 May 2008	25% - 50%	65-0773338
Florida Crystals Corporation	Shareholder	1 Apr 2011	75% - 100%	65-0773338

Based in New York

The principal office where Atlantic Creek Investment Management, LLC performs its advisory services is located at 525 Seventh Avenue, New York, NY 10018, which is also the mailing address of the firm. An additional office of the firm is in Palm Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-381-7614 or by fax 917-591-9696. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at atlanticcreek.com.