Atreides Management, Lp
- Regulatory AUM
- $8.9B
- Discretionary
- $8.9B
- Clients
- 47
- Avg AUM / client
- $190M
- Accounts
- 47
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of May 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 47 | $8.9B | 100.0% |
Private funds (17)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $4.4B combined gross assets
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Baker, Gavin, Seth | Managing Partner /Chief Investment Officer/ Limited Partner | Jan 2019 (8y) | 75% or more | |
| Finn, David, Sean | Cfo | Jan 2019 (8y) | Less than 5% | |
| Star, James, Albert | Limited Partner | Jul 2019 (7y) | 10% – 25% | |
| Malone, Laura, Anne | General Counsel & Chief Compliance Officer | Sep 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Atreides Management, Llc | General Partner | Jan 2019 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (17, $4.4B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 6.29 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 29, 2026.
View current Form ADV (SEC/IAPD) ↗