Atria Investments, Inc.
Overview
Atria Investments, Inc., also known as Adhesion Wealth Advisor Solutions, is a registered investment adviser headquartered in Charlotte, North Carolina. The firm specializes in providing sub-advisory and overlay portfolio management services to other registered investment advisers, primarily through a technology-driven platform. As of the end of 2023, Atria Investments manages approximately $8.77 billion in discretionary assets and focuses on serving financial advisory firms and their clients. The firm's investment strategy involves acting as an overlay portfolio manager, implementing investment instructions provided by financial advisors for client accounts. This approach allows financial advisors to offer customized investment solutions to their clients while leveraging Atria's expertise in portfolio management. Atria Investments operates as a wholly owned subsidiary of AssetMark Financial Holdings, Inc., which is itself an indirect subsidiary of Huatai Securities Co., Ltd. This affiliation provides Atria with access to a broad range of resources and capabilities, enhancing its ability to deliver comprehensive investment solutions to its clients.
Investment Focus
- Accredited investor status required
- Investment horizon of at least 5 years
- Diversified portfolio allocation recommended
- Compliance with all applicable securities regulations
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Atria Investments, Inc.
What sectors does Atria Investments, Inc. invest in?
Atria Investments, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in North Carolina, United States. Atria Investments, Inc. is listed as a institutional investor in the ConnectSafely investor database.
What stage does Atria Investments, Inc. invest at?
Atria Investments, Inc. backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Atria Investments, Inc. invest in?
Atria Investments, Inc. invests across United States.
What companies has Atria Investments, Inc. invested in?
Atria Investments, Inc.'s portfolio includes Johnson & Johnson, Apple Inc., Microsoft Corporation, Alphabet Inc., Berkshire Hathaway Inc., Visa Inc., Walmart Inc. and Exxon Mobil Corporation.
Last updated · Source: ConnectSafely investor database