Firm profile

Atlas Holdings LLC

GREENWICH, CTCRD 160610Registration Status: ApprovedEffective since February 28, 2012SEC # 801-73745Latest ADV March 25, 2026

Atlas Holdings LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwich, CT. Its latest Form ADV filing, dated March 25, 2026, reports $18.1B in regulatory assets under management, 87 employees, 2 offices, and 17 accounts.

Assets Under Management
$18.1B
Employees
87
Offices
2 offices
Total Clients
17

Associated firm names

5 names listed
  • AII MANAGEMENT LLCRelying adviser
  • ATLAS HOLDINGS, LLC
  • ATLAS HOLDINGS LLC
  • ATLAS FRM, LLC

Leadership

2 roles identified
CCOMichael P. O'donnell
CFOAnastasios N. Papadoakos

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Other fee arrangements

Offices & Contact

Primary office

GREENWICH, Connecticut, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Connecticut

GREENWICHPrimary office · STAMFORD

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$18.1Bas of March 25, 2026
Discretionary100.0%
$18.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
17

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$18.1B
Total Accounts17
10Y AUM Change+$16.6B (+1075.8%)

Private Funds

Private funds reported by Atlas Holdings LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees87
Clients per Employee0:1
10Y Employee Change+59 (+210.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
ANDREW MAYER BURSKYDirect owner · Schedule AInterest in ATLAS HOLDINGS LLC
25% to < 50%
TIMOTHY JOSEPH FAZIODirect owner · Schedule AInterest in ATLAS HOLDINGS LLC
25% to < 50%
PHILIP EARL SCHUCHDirect owner · Schedule AInterest in ATLAS HOLDINGS LLC
< 5%
EDWARD JOSEPH FLETCHERDirect owner · Schedule AInterest in ATLAS HOLDINGS LLC
< 5%
JACOB DIVINE HUDSONDirect owner · Schedule AInterest in ATLAS HOLDINGS LLC
< 5%
SAM GOLDLUST ASTORDirect owner · Schedule AInterest in ATLAS HOLDINGS LLC
< 5%
JEROME ERIC LAYDirect owner · Schedule AInterest in ATLAS HOLDINGS LLC
< 5%
David Alan FilippelliDirect owner · Schedule AInterest in ATLAS HOLDINGS LLC
< 5%
JASON MARK SQUIREDirect owner · Schedule AInterest in ATLAS HOLDINGS LLC
< 5%
MICHAEL WOLCHUCK SHERDirect owner · Schedule AInterest in ATLAS HOLDINGS LLC
< 5%
Neil MahajanDirect owner · Schedule AInterest in ATLAS HOLDINGS LLC
< 5%
Anastasios NMN PapadoakosDirect owner · Schedule AInterest in ATLAS HOLDINGS LLC
< 5%
PETER A BACONDirect owner · Schedule AInterest in ATLAS HOLDINGS LLC
< 5%
GREGORY J BLAKEDirect owner · Schedule AInterest in ATLAS HOLDINGS LLC
< 5%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Atlas Holdings LLC.

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-03-25 · Schedules A and B

15 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1ANDREW MAYER BURSKYMANAGING PARTNERIndividualATLAS HOLDINGS LLC25% to less than 50%Code CYesMANAGING PARTNER12/2001Schedule APDF page 114
2TIMOTHY JOSEPH FAZIOMANAGING PARTNERIndividualATLAS HOLDINGS LLC25% to less than 50%Code CYesMANAGING PARTNER12/2001Schedule APDF page 114
3PHILIP EARL SCHUCHPARTNERIndividualATLAS HOLDINGS LLCLess than 5%Code NAYesPARTNER04/2003Schedule APDF page 114
4EDWARD JOSEPH FLETCHERPARTNERIndividualATLAS HOLDINGS LLCLess than 5%Code NAYesPARTNER07/2007Schedule APDF page 114
5JACOB DIVINE HUDSONMANAGING PARTNERIndividualATLAS HOLDINGS LLCLess than 5%Code NAYesMANAGING PARTNER01/2019Schedule APDF page 114
6MICHAEL PATRICK O'DONNELLCHIEF COMPLIANCE OFFICERIndividualATLAS HOLDINGS LLCLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER01/2014Schedule APDF page 114
7SAM GOLDLUST ASTORMANAGING PARTNERIndividualATLAS HOLDINGS LLCLess than 5%Code NAYesMANAGING PARTNER07/2025Schedule APDF page 114
8JEROME ERIC LAYPARTNERIndividualATLAS HOLDINGS LLCLess than 5%Code NAYesPARTNER12/2018Schedule APDF page 114
9David Alan FilippelliPARTNERIndividualATLAS HOLDINGS LLCLess than 5%Code NAYesPARTNER12/2018Schedule APDF page 114
10JASON MARK SQUIREPARTNERIndividualATLAS HOLDINGS LLCLess than 5%Code NAYesPARTNER12/2018Schedule APDF page 114
11MICHAEL WOLCHUCK SHERMANAGING PARTNERIndividualATLAS HOLDINGS LLCLess than 5%Code NAYesMANAGING PARTNER07/2025Schedule APDF page 114
12Neil MahajanPARTNERIndividualATLAS HOLDINGS LLCLess than 5%Code NAYesPARTNER10/2020Schedule APDF page 114
13Anastasios NMN PapadoakosPARTNER, AND CFOIndividualATLAS HOLDINGS LLCLess than 5%Code NAYesPARTNER, AND CFO09/2024Schedule APDF page 114
14PETER A BACONPARTNERIndividualATLAS HOLDINGS LLCLess than 5%Code NAYesPARTNER07/2025Schedule APDF page 114
15GREGORY J BLAKEPARTNERIndividualATLAS HOLDINGS LLCLess than 5%Code NAYesPARTNER07/2025Schedule APDF page 114

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/25/2026 3:00:32 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.