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ATL ADVISOR LP

NEW YORK, NY · CRD 173866 · IAPD ↗ · atlpartners.com · 212-497-1381

$1.57BRegulatory AUM
11Advisory reps
13Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — ATL ADVISOR LP grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
November 2024 — ATL ADVISOR LP now reports custody of client assets ($2.79B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.