What Is Atrato Consulting?

Creative and Unconstrained: We deliver an eclectic and adaptive consulting partnership, providing sophisticated bandwidth to investors drawn to both boutique and institutional asset managers across alternative as well as traditional strategies.

Tireless Sourcing and Diligence: Markets change. With few exceptions, the investment manager landscape is a crowded place – strategies with definable and sustainable advantages are increasingly elusive. In addition to overall research bandwidth, we apply sophistication and discipline to identify, measure, vet, and endorse these opportunities.

Comfortable with the Complex: Our team draws from deep experience and a unique pedigree in supporting clients with complex needs across the landscape of core and niche alternative and impact-related investments. Areas of expertise include private markets in equity and credit, real and hard asset investing, hedge funds, and ESG and SRI mandates.

Customization over Forced Economies of Scale: The creation of a unique and appropriate client portfolio requires a carefully measured recipe of asset classes, investment strategies, appetite for risk tolerance, patience, and agility. It also requires a nuanced understanding of each client’s investment culture, preferences, investment goals and timeline.

Who Does Atrato Service? 

Single & Multi-Family Offices

Direct allocators to traditional and alternative investment managers

Require proactive investment identification as well as responsive evaluation of self-sourced opportunities

Strong appetite for differentiated investments in private equity, alternative credit, actively managed public markets strategies, real estate and hard assets

Strong emphasis on multi-generational wealth transition

Endowments / Foundations

Direct allocators to traditional and alternative investment managers

Investment culture driven primarily by the experience and makeup of internal investment committee or staff

Portfolio decisions and risk tolerance can also be influenced by peripheral advisors, trustees, and boards of directors

May have sophisticated and diverse interests in non-traditional investments, as well as social change and impact

Wealth Management Firms

Independent boutique RIAs and multi-advisor wealth management platforms focused on differentiated open-architecture investment offerings

Require research and analytical bandwidth to support tightly-knit internal investment teams to optimize client responsiveness and platform depth

Have need for traditional and/or alternative investment manager research, and may access investment managers directly, through SMA, feeder or aggregation vehicles, proprietary vintage funds, or through turn-key platforms

Other Client Profiles

Feeder fund or managed account access platform requiring independent investment oversight and/or outsourced operational diligence

GP stake-buying asset managers requiring enhanced sourcing, competitive analysis, and strategic or operational analysis

Third-party capital placement firms in need of sourcing bandwidth, peer analysis, and pre-deal investment/operational diligence

Startup asset managers or first-time fund raisers with an interest in institutional readiness and best business practices

Meet Our Atrato Consulting Team