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
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
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
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