Atalan Capital Partners, Lp

Atalan Capital Partners, LP is an investment adviser based in New York, established in December 2014. The firm specializes in offering discretionary investment advisory services to private funds intended for sophisticated investors. As of December 31, 2024, the firm managed $2.4 billion in regulatory assets under management. Atalan charges management fees between 0.50% and 1.50% annually, depending on the net asset value of the funds. The firm may waive or modify fees for certain investors. Performance fees range between 15% and 20% of net profits, subject to a long-term partnership recognition program. Atalan's investment strategy focuses on preserving and growing capital through a research-intensive, value-driven approach in equity and debt securities. The firm may invest globally and utilize leverage and derivative instruments. Clients must meet eligibility criteria and minimum investment requirements, being accredited investors and qualified purchasers. Atalan faces risks such as leverage, interest rate fluctuations, short sales, counterparty risks, and regulatory uncertainties. The firm engages in soft dollar arrangements with brokers and has adopted proxy voting policies. Atalan has custody over the funds' assets and has no financial commitments impairing its ability to meet obligations. Clients receive monthly account statements and annual audited financial statements. Atalan does not use third-party marketers or solicitors.