ATLAS PRINCIPALS, LLC
CRD #285099 SEC #802-125776 CHARLOTTE, NC 704-469-6349
State Registered Exempt Reporting Private Funds
Total AUM
$103.9M
Discretionary
$103.9M
Employees
5
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AGUILERA, ANDREW, J | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| AGUILERA, ANDREW, J | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| AGUILERA, ANDREW, J | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| AGUILERA, ANDREW, J | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| AGUILERA, ANDREW, J | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| AGUILERA, ANDREW, J | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| AGUILERA, ANDREW, J | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| AGUILERA, ANDREW, J | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| AGUILERA, ANDREW, J | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| AGUILERA, ANDREW, J | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| AGUILERA, ANDREW, J | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| AGUILERA, ANDREW, J | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| AGUILERA, ANDREW, J | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | NA | Control |
| AGUILERA, ANDREW, J | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| DESHPANDE, HEMANTKUMAR, A. | I | CCO, CFO, AND COO | NA | Control |
| DESHPANDE, HEMANTKUMAR, A. | I | CCO, CFO, AND COO | NA | Control |
| DESHPANDE, HEMANTKUMAR, A. | I | CFO/ COO/ CCO | NA | Control |
| DESHPANDE, HEMANTKUMAR, A. | I | CCO, CFO, AND COO | NA | Control |
| DESHPANDE, HEMANTKUMAR, A. | I | CCO, CFO, AND COO | NA | Control |
| DESHPANDE, HEMANTKUMAR, A. | I | CFO/ COO | NA | Control |
| DESHPANDE, HEMANTKUMAR, A. | I | CFO/ COO/ CCO | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND CO-PORTFOLIO MANAGER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND PORTFOLIO MANAGER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND PORTFOLIO MANAGER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND PORTFOLIO MANAGER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND PORTFOLIO MANAGER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND PORTFOLIO MANAGER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND CO-PORTFOLIO MANAGER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND CO-PORTFOLIO MANAGER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND CO-PORTFOLIO MANAGER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND CO-PORTFOLIO MANAGER | NA | Control |
| Wilfong, Seth, Martyn | I | MANAGING MEMBER AND PORTFOLIO MANAGER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND PORTFOLIO MANAGER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilfong, Seth, Martyn | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND ANALYST | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND ANALYST | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND ANALYST | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND ANALYST | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND ANALYST | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND ANALYST | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND PORTFOLIO MANAGER | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND CHIEF OPERATING OFFICER | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND CHIEF OPERATING OFFICER | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND CHIEF OPERATING OFFICER | NA | Control |
| Wilfong, Shawn, Michael | I | MANAGING MEMBER AND ANALYST | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND ANALYST | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND PORTFOLIO MANAGER | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND PORTFOLIO MANAGER | NA | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND PORTFOLIO MANAGER | NA | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | D | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | D | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | D | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | D | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | D | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | D | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | D | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | D | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND PORTFOLIO MANAGER | D | Control |
| Wilfong, Shawn, Michael | I | CO-FOUNDER AND PORTFOLIO MANAGER | D | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| AD INFINITUM GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
| VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AGUILERA, ANDREW, J | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | F | Control |
| AGUILERA, ANDREW, J | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | F | Control |
| AGUILERA, ANDREW, J | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | F | Control |
| AGUILERA, ANDREW, J | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | F | Control |
| AGUILERA, ANDREW, J | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | F | Control |
| AGUILERA, ANDREW, J | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | F | Control |
| AGUILERA, ANDREW, J | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | F | Control |
| AGUILERA, ANDREW, J | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | F | Control |
| AGUILERA, ANDREW, J | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | F | Control |
| AGUILERA, ANDREW, J | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | F | Control |
| AGUILERA, ANDREW, J | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | F | Control |
| AGUILERA, ANDREW, J | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | F | Control |
| Wilfong, Seth, Martyn | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | F | Control |
| Wilfong, Seth, Martyn | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | F | Control |
| Wilfong, Seth, Martyn | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | F | Control |
| Wilfong, Seth, Martyn | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | F | Control |
| Wilfong, Seth, Martyn | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | F | Control |
| Wilfong, Seth, Martyn | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | F | Control |
| Wilfong, Seth, Martyn | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | F | Control |
| Wilfong, Seth, Martyn | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | F | Control |
| Wilfong, Seth, Martyn | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | F | Control |
| Wilfong, Seth, Martyn | I | AD INFINITUM GST TRUST U/A/D 03/26/2014 | F | Control |
| Wilfong, Seth, Martyn | I | AD INFINITUM GST TRUST U/A/D 03/26/2014 | F | Control |
| Wilfong, Shawn, Michael | I | AD INFINITUM GST TRUST U/A/D 03/26/2014 | F | Control |
| Wilfong, Shawn, Michael | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | F | Control |
| Wilfong, Shawn, Michael | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | F | Control |
| AGUILERA, ANDREW, J | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | E | Control |
| AGUILERA, ANDREW, J | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | E | Control |
| AGUILERA, ANDREW, J | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | E | Control |
| AGUILERA, ANDREW, J | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | E | Control |
| AGUILERA, ANDREW, J | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | E | Control |
| AGUILERA, ANDREW, J | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | E | Control |
| AGUILERA, ANDREW, J | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | E | Control |
| AGUILERA, ANDREW, J | I | VENIA ET VERITAS GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Seth, Martyn | I | AD INFINITUM GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Seth, Martyn | I | AD INFINITUM GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Seth, Martyn | I | AD INFINITUM GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Seth, Martyn | I | AD INFINITUM GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Seth, Martyn | I | AD INFINITUM GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Seth, Martyn | I | AD INFINITUM GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Seth, Martyn | I | AD INFINITUM GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Seth, Martyn | I | AD INFINITUM GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Shawn, Michael | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Shawn, Michael | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Shawn, Michael | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Shawn, Michael | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Shawn, Michael | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Shawn, Michael | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Shawn, Michael | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | E | Control |
| Wilfong, Shawn, Michael | I | ACTA NON VERBA GST TRUST U/A/D 03/26/2014 | E | Control |
Registrations
Federal
ERA
Mar 17, 2023 REGISTERED
Notice Filings (1)
NC
Address
532 GOVERNOR MORRISON STREETSUITE 200
CHARLOTTE, NC 28211
United States
Phone: 704-469-6349