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Atomic Invest LLC

● SEC registered since 2021CRD 313255SEC# 801-121121New York, NY
Export (members)
Reg. AUM
$319.5M
Employees
21
Accounts
10,563
Location
New York, NY

Atomic Invest LLC assets under management

Atomic Invest LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2021. It reports $319.5 million in regulatory assets under management and employs 21 people.

Atomic Invest LLC owners & executives

6 reported
NameTitleOwnershipSince
Atomic Group LLC ControlMember50-75%2021
Atomicvest, Inc. ControlMember50-75%2021
Catherine Ann Makstenieks ControlChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Atomic Invest LLC manage?

Atomic Invest LLC reports $319.5 million in regulatory assets under management on its Form ADV.

How many employees does Atomic Invest LLC have?

Atomic Invest LLC reports 21 employees.

Where is Atomic Invest LLC located?

Atomic Invest LLC is based in New York, NY and has been SEC-registered since 2021.

Does Atomic Invest LLC disclose fund performance?

Atomic Invest LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address107 Greenwich St, 21st Floor, New York, NY 10006
Phone212-419-5036
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$319.5M▼ 79%
Jan '25 — $1.53BFeb '25 — $1.53BMar '25 — $462.9MApr '25 — $462.9MMay '25 — $462.9MJun '25 — $462.9MJul '25 — $462.9MAug '25 — $462.9MSep '25 — $462.9MOct '25 — $462.9MNov '25 — $462.9MDec '25 — $462.9MJan '26 — $462.9MFeb '26 — $462.9MMar '26 — $319.5MApr '26 — $319.5MMay '26 — $319.5MJun '26 — $319.5M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers

Assets under management

$319.5Mregulatory AUM
Discretionary $319.5MNon-discretionary $355