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Atlantic Investment Management Review

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Atlantic Investment Management Review

Atlantic Investment Management

Atlantic Investment Management is a firm based out of New York City that manages more than $1.3 billion in assets under management (AUM). Those assets belong to a number of hedge funds and a few institutional clients. In total, the firm employs 13 financial advisors; it's led by Alex Roepers, who is a "31-year hedge fund industry veteran," according to Atlantic's website.

While qualified investors may invest in Atlantic's hedge funds, at this time Atlantic does not work directly with any individual clients, regardless of whether or not they have a high net worth. If you're an individual looking for the services of a financial advisor, try finding one through SmartAsset's advisor matching tool.

Atlantic Investment Management Background

Atlantic Investment Management has been providing portfolio management services for more than 30 years, having opened for business in 1988. The firm was founded by Roepers, who continues to act as president and chief investment officer (CIO) today.

There are 13 advisors on staff at Atlantic, and among them are four chartered financial analysts (CFAs) and one certified public accountant (CPA).

What Types of Clients Does Atlantic Investment Management Accept?

Atlantic Investment Management currently works with only institutional clients, among them investment companies, pooled investment vehicles (their own hedge funds), corporations and pensions and other retirement plans.

Atlantic Investment Management Minimum Account Sizes

As the firm works exclusively with institutional clients, there is no minimum account requirement to become a client at Atlantic Investment Management. However, certain funds that the firm manges impose a $1 million minimum investment requirement.

Services Offered by Atlantic Investment Management

Atlantic Investment Management serves as the investment advisor for several hedge funds that it manages, as well as a few institutional clients. The firm focuses all of its efforts on investment management, looking to achieve maximum capital appreciation by investing in the equities across the global market.

Atlantic Investment Management Investment Philosophy

The investing philosophy at Atlantic Investment Management centers around a bottom-up approach of identifying companies to invest in. The firm’s staff conducts extensive research across the U.S., Europe and Asia to identify companies which can generate the most value for the firm’s funds, and in turn the clients that invest in them. Rather than focus heavily on diversification, the firm may concentrate its investments on specific securities or areas of the market.

Because of this approach, the firm mostly invests in long or long and short positions in individual equities. Depending on the fund and the situation, it may also invest in options, exchange-traded funds (ETFs), participatory notes, currency forwards and other derivative instruments.

Fees Under Atlantic Investment Management

As Atlantic Investment Management counts investment funds as clients, its fee arrangements are a bit different than firms with mostly individual clients. Each fund pays Atlantic a management fee of between 1.00% and 1.50% of the net assets in the fund. Additionally, the firm may charge an annual performance-based fee of between 15% and 20% of annual gains.

Investors looking to make investments in the funds that Atlantic advises should expect to pay fees as well, although the nature and amount of these fees can vary depending on the fund you select.

What to Watch Out For

Atlantic Investment Management may charge its hedge funds performance-based fees. The firm states in its Form ADV that "Performance-based compensation arrangements may create an incentive for Atlantic to recommend investments that may be riskier or more speculative than those that would be recommended under a different fee arrangement. Such fee arrangements may also create an incentive to favor higher fee-paying accounts over other client accounts in the allocation of investment opportunities."

Despite any potential conflicts of interest that these fees could cause, Atlantic Investment Management is a fiduciary. This means it has a legal obligation to act in the best interests of its clients at all times, no matter what incentives exist.

Disclosures

Atlantic Investment Management doesn’t have any disclosures, which means its regulatory record is clean in the eyes of the U.S. Securities and Exchange Commission (SEC).

Opening an Account With Atlantic Investment Management

Atlantic Investment Management doesn’t currently work with any individuals, but if you are an institutional client and interested in working with Atlantic Investment Management, you can get in touch with the firm in two primary ways. You can call the firm at (212) 484-5050, and you can also send an email at info@atlanticinvestment.net.

Where Is Atlantic Investment Management Located?

Atlantic Investment Management has its headquarters on Fifth Avenue in New York City between 52nd and 53rd Street, just two blocks north of Rockefeller Center.

Investing Tips

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How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

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Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. This reflects the typical return on a conservative investment portfolio. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research