Buyout PE
Atlas Merchant Capital
Atlas Merchant Capital acquires controlling stakes in established, profitable businesses, from New York, USA. It states a focus on financial services.
Stated investment criteria
What Atlas Merchant Capital says it buys
Read from Atlas Merchant Capital’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Atlas Merchant Capital to consider any particular business, and nothing on this page is represented as being for sale.
SEC filings
What Atlas Merchant Capital has raised
From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.
| Vehicles filed | 4 |
| Total capital raised | $950m |
| Largest single vehicle | $665m |
| Filing history | 2014 to 2019 |
| Smallest accepted commitment | $1 |
| Filed from | NEW YORK |
Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.
Regulatory record
How Atlas Merchant Capital is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | SEC registered |
| Regulatory assets under management | $593m |
| Employees | 15 |
| Private funds advised | 5 · $593m gross |
| SEC adviser number | CRD 172124 |
Portfolio
Disclosed holdings
Companies Atlas Merchant Capital lists on its own website. 9 carry a stated investment year.
| Company | Invested | Years held | Recorded transaction |
|---|---|---|---|
| South Street Securities Holdings | 2015 | 11 | — |
| Panmure Liberum | 2017 | 9 | — |
| Kepler Cheuvreux | 2018 | 8 | — |
| DPL Financial Partners | 2020 | 6 | — |
| Cascadia Capital | 2022 | 4 | — |
| Cover Genius | 2022 | 4 | — |
| Xpansiv | 2022 | 4 | — |
| Edge Focus | 2026 | 0 | — |
| Wealthspire | 2026 | 0 | — |
| Ascensus (2021 exit) | — | — | — |
| Circle (2025 exit) | — | — | — |
| Credit Opportunities | — | — | — |
| MarshBerry (2025 exit) | — | — | — |
| Praxia Bank (2020 exit) | — | — | — |
| Somerset Re | — | — | — |
| Somerset Reinsurance (2022 exit) | — | — | — |
| Talcott Resolution (2021 exit) | — | — | — |
Compiled from Atlas Merchant Capital’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.
Valuation context
Transaction values in Financial Services
What companies have actually sold for in financial services, across 726 recorded transactions.
The full financial services picture - most active acquirers, recent transactions and every investor in the sector.
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Comparable investors
Similar mandates
Other buyout pe investors active in financial services.