Atomic Invest Llc
- Regulatory AUM
- $320M
- Discretionary
- $320M
- Clients
- 10,563
- Avg AUM / client
- $30.2K
- Accounts
- 10,563
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10,068 | $23.8M | 7.45% |
| Charitable organizations | 2 | $205M | 64.2% |
| Corporations and other businesses | 493 | $90.5M | 28.3% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dindi, David, Nyenzo | Chief Executive Officer | Feb 2021 (6y) | ≈ 12.5% – 37.5% via Atomicvest, Inc. | |
| Makstenieks, Catherine, Ann | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Le Liu | Registered representative | CFA | Oct 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Atomicvest, Inc. | Member | Feb 2021 | A | 50% – 75% |
| Atomic Group Llc | Member | Feb 2021 | A | 50% – 75% |
| Atomicvest Inc. | Sole Manager | Feb 2021 | B | ≈ 37.5% – 75% via Atomic Group Llc |
Estimated effective ownership (look-through of filed bands):
- Dindi, David, Nyenzo: 25% – 50% of Atomicvest, Inc. × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Atomicvest Inc.: 75% – 100% of Atomic Group Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1.14 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $284M (89% of AUM) Apr 2026
- Atomic Brokerage Llc $35.1M (11% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗