Attara Capital LP (New York)

Attara Capital LP is a large advisory firm based in New York. It manages $1.23 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2011.

Attara Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Attara Capital: assets under management

The assets under management (AUM) of Attara Capital LP is $1.23 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $306.25 million each.

Attara Capital has custody of $1.08 billion in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Attara Capital LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Attara Capital LP

David Mark Slager joined the executive team most recently as the Chairman, Partner & Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Attara Management Llc	General partner	1 Oct 2009	Other	27-1088243
David Mark Slager	Chairman, partner & portfolio manager	1 Dec 2009	75% - 100%	2521009
Nathaniel Philip Victor James Rothschild	Co-chairman & partner	1 Dec 2009	Other	5926204
Alexandra Ann Toohey	Chief executive officer	1 Dec 2009	Other	5926044
Joshua Peter Kleban	Chief operating officer/chief financial officer	1 Dec 2009	Other	5926200
Charles Edward Fortin	General counsel/chief compliance officer	1 Dec 2009	Other	4906977

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
David Mark Slager	Managing member	1 Oct 2009	75% - 100%	2521009

Based in New York

The principal office where Attara Capital LP performs its advisory services is located at 767 Fifth Ave, New York, NY 10153, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-256-8400 or by fax 212-256-8401. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday.