atlas-case-studies

Case Study: Columbia Advisory Partners

Adding $5 million in Assets
in 60 days with Atlas

Adding $5 million in Assets in 60 days with Atlas

Challenge:

Columbia Advisory Partners needed to meet their growing demand for alternative investments but did not have adequate custodial or technical support to reach their goals.

The Desired Solution would:

Automate and streamline client onboarding
Provide platform for collecting and managing investor funds
Offer customizable reporting tools and asset valuation
Ensure regulatory compliance and manage risk effectively
Integrate with their existing TAMP environment

Solution:

Powered by AET’s Qualified Custody, Atlas streamlined the entire investment lifecycle – from fundraising to distributions.

The Atlas white-label investment management environment made it easy for Columbia to integrate the platform into their existing process, so they didn’t need to engage multiple vendors to support their investments.

Working with Atlas has changed the way we think about raising capital.

They removed the friction from the custody process and made it easy for our LPs to fund the investment quickly.”

Jeremy Russell
CIO, Columbia Advisory Partners

Outcomes:

Columbia Advisory Partners needed to meet their growing demand for alternative investments but did not have adequate custodial or technical support to reach their goals.

Zero to Sixty

Within 60 days received the support they needed to close funding on a $5 million private real estate deal.

$20m Valuation

Estimates show the multi-family housing project will have a completion value of $20 million.

Just Getting Started

Columbia Advisory Partners have already launched their second private funding campaign with Atlas.

Explore true Custom RIA Investing with Atlas

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