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ATOM INVESTORS LP

AUSTIN, TX · CRD 296819 · IAPD ↗ · indexprogroup.com · (737) 249-0292

$6.83BRegulatory AUM
8Advisory reps
24Employees
0Clients
n/aPlanning clients
2Private funds
2States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
August 2026 — ATOM INVESTORS LP changed its website from atomlp.com to indexprogroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2026 — ATOM INVESTORS LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2026 — ATOM INVESTORS LP grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2026 — ATOM INVESTORS LP reported RAUM up 107% ($3.30B -> $6.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — ATOM INVESTORS LP notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2025 — ATOM INVESTORS LP reported RAUM up 92% ($1.72B -> $3.30B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
November 2024 — ATOM INVESTORS LP's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
68
April 2024 — ATOM INVESTORS LP reported RAUM up 43% ($1.20B -> $1.72B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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