ATRIA INVESTMENTS LLC Overview

Atria Investments Llc is an investment advisor that manages 2.5 BN dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 44% of the manager's regulatory AUM.

ATRIA INVESTMENTS LLC StockAlpha

-2.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ATRIA INVESTMENTS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 10.38% ETF 1.78% 0.02% 0 10%
BND 4.73% ETF -3.5% -0.19% 0 4%
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FEATURED IN
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ATRIA INVESTMENTS LLC Founders and Key Employees

Name Title In Position Since
Barrett W. Ayers Chief Investment Officer, Director Of Portfolio Management March-2007
Michael N. Stier President, Chief Compliance Officer March-2007

ATRIA INVESTMENTS LLC Brokers, Custodians, Auditors and Administrators

Type Company

ATRIA INVESTMENTS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Analysis:

As the discretionary overlay portfolio manager, we implement the asset allocation Strategy assigned to your account by your Financial Advisor.

We, as the overlay portfolio manager, utilize the specified Strategies and Models, along with proprietary analytical methodologies and proprietary tax management technology, in determining how to implement your account’s Strategy. Our method of analysis is best described as a quantitative analytical method. We make Strategy implementation decisions as a tradeoff between the goal of tracking as closely as possible to the designated Strategy and the implicit transaction costs associated with that goal, including the tax cost if tax management services have been selected. Our portfolio management team is solely responsible for the day-to-day implementation decisions for all client accounts.



Risk of Loss:

All in...
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ATRIA INVESTMENTS LLC Portfolio Concentration

ATRIA INVESTMENTS LLC Location

5935 CARNEGIE BLVD
SUITE 100
CHARLOTTE, North Carolina
UNITED STATES, 28209

ATRIA INVESTMENTS LLC Contact Information

Phone Number: 888-295-8351
Fax Number: 973-201-7646
Website:

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