Atom Investors LP
Registered investment adviser · Austin, TX · CRD #296819
Form ADV data as of 2026-09-01Regulatory assets
$6.83 billion
Total accounts
7
Employees
24
Disclosure events
1
Firm details
- Website: https://www.indexprogroup.com
- Telephone: (737) 249-0292
- SEC file number: 801-113261
- Most recent Form ADV filing: 2026-07-27
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- SEC or CFTC found a violation of its regulations or statutes
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $6.83 billion |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $6.83 billion |
| Discretionary accounts | 7 |
| Non-discretionary accounts | 0 |
| Total accounts | 7 |
| Regulatory assets under management attributable to non-U.S. persons | $6.15 billion |
People
| Total employees (excluding clerical) | 24 |
| Employees performing investment advisory functions (including research) | 8 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $6.64 billion |
| Clients for whom the firm has custody | 6 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $6.64 billion |
| Clients for whom a related person has custody | 6 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 6 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | 1 | $189.3 million |
| Pooled investment vehicles (other than investment companies and BDCs) | 6 | $6.64 billion |