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 09/30/19. The fund's latest filing disclosed 3BN in positions, representing 112% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/19. The fund's latest filing disclosed 3BN in positions, representing 112% of the manager's regulatory AUM.
ATRIA INVESTMENTS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ATRIA INVESTMENTS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 4.6% | ETF | 12.4% | 0% | 0 | 27% | ||
| VIG | 3.01% | ETF | 8.06% | -0.1% | 0 | 4% | ||
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FEATURED IN
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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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
SUITE 100
CHARLOTTE, North Carolina
UNITED STATES, 28209
ATRIA INVESTMENTS LLC Contact Information
Phone Number: 888-295-8351
Fax Number: 973-201-7646
Website: http://www.adhesionwealth.com
Fax Number: 973-201-7646
Website: http://www.adhesionwealth.com
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