Menu burger Close thin Facebook Twitter Google plus Linked in Reddit Email arrow-right-sm arrow-right
Loading
Tap on the profile icon to edit
your financial details.

Atlantic Investment Management Review

Your Details Done
by Updated

This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Atlantic Investment Management is a firm based out of New York City that has billions in assets under management (AUM). Those assets belong to a number of hedge funds and a few institutional clients.

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 Alexander Roepers, who continues to act as president and chief investment officer (CIO) today.

The ledership team at Atlantic Investment Management featuress one certified public accountant (CPA).

Atlantic Investment Management Client Types and Minimum Account Sizes

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.

As the firm works exclusively with institutional clients, there is no minimum account requirement to become a client at Atlantic Investment Management. 

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

However, the firm 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. 

Also, as a fee-only firm, Atlantic Investment Management employees don't stand to earn compensation from third parties for recommending financial products and services to clients, unlike advisors at fee-based firms. 

Opening an Account With Atlantic Investment Management

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.

All information is accurate as of the writing of this article.

Investing Tips

  • Looking for a traditional financial advisor who can build a financial plan and help you invest your money? Finding a qualified financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
  • Although it can be difficult to peel your eyes away from the potential returns of investing in the stock market, don't forget that your investment gains and dividends are subject to tacation. If you don't know what you might have to pay, stop by SmartAsset's capital gains tax calculator to find out.

How Long $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.

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

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We 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 metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. 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.