Atrium Investment Management

What Atrium Investment Management does

Atrium Investment Management is an Australian multi-asset investment manager founded in 2009 and headquartered in Sydney, operating as a wholly owned entity within the Fitzpatricks Group. It builds portfolio solutions around a proprietary Risk Targeted investing methodology that organizes exposures across diversifying, growth, and preserving asset buckets and actively manages portfolio risk against defined targets. The core technology stack combines this in-house portfolio construction framework with research and manager-sourcing relationships with Russell Investments and LGT Capital Partners, supporting global research and specialist alternatives capabilities.

The product shelf spans the Atrium Evolution Risk Targeted Fund (formerly the Evolution Series Diversified Fund) with risk-targeted unit classes 5, 7, and 9; the Integrated Managed Account Portfolio Service (MAPS) on HUB24 Invest and HUB24 Super; an Enhanced Fixed Income Fund; liquid alternatives funds (Global Risk Premia, Global Macro, Global Long Short, Global Listed Infrastructure); and a CFS SMA. Distribution is restricted to the financial adviser channel, with adviser practices and their underlying clients — including SMSF investors and wholesale/institutional accounts — as the end customer set.

Revenue is generated through recurring investment management fees on funds under management, with fee rates disclosed in product disclosure statements rather than publicly. Recent strategic activity includes the October 2025 rebrand of the flagship fund to the Atrium Evolution Risk Targeted Fund and a December 2025 termination of three MAPS private markets portfolios, alongside continued recognition through Lonsec Recommended ratings and Financial Standard Investment Leadership Awards.

Name

Atrium Investment Management

Legal name

Atrium Investment Management Pty Ltd

Website

https://atriuminvest.com.au

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Atrium Investment Management is a Sydney-based Australian multi-asset manager that builds Risk Targeted portfolios for financial advisers and their clients, distributed exclusively through the adviser channel and platforms such as HUB24 Invest and HUB24 Super.

Ownership category

akta.pro rank

Product category

Multi-Asset Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)

akta.pro secondary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Multi-asset portfolio management
• Risk targeted investing
• Managed account services
• Investment management solutions
• Wealth management platforms

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees: Generates revenue through investment management fees charged on funds under management. The company manages multi-asset portfolios including the Atrium Evolution Series – Diversified Fund, MAPS portfolios, and other investment solutions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Atrium Investment Management is an Australian multi-asset investment manager that builds and manages risk-targeted portfolios for advised clients. Its core offering spans the Atrium Evolution Risk Targeted Fund (formerly Evolution Series – Diversified Fund), the Integrated Managed Account Portfolio Service (MAPS), and complementary solutions in Enhanced Fixed Income, Liquid Alternatives, and Private Markets, all built on a Risk Targeted investing philosophy that manages portfolios to defined risk levels across diversifying, growth, and preserving assets.

Product overview

Atrium Investment Management is an Australian multi-asset investment manager offering a unified platform of risk-targeted investment solutions. The core offering centers on the Atrium Evolution Risk Targeted Fund (formerly Evolution Series – Diversified Fund) with unit classes at risk levels 5, 7, and 9, alongside the Integrated MAPS managed account service. These are complemented by fixed income (Enhanced Fixed Income Fund), alternatives (Alternatives Fund, Global Risk Premia, Global Macro, Global Long Short, Global Listed Infrastructure), and Private Markets (real estate, agriculture, private equity, private debt). The CFS SMA provides separately managed account access. All offerings share the common 'Risk Targeted' investment philosophy focused on controlling risk within predefined limits and preserving capital through market cycles.

Differentiator

Problem solved

Functional benefit

Products and services

• Atrium Evolution Risk Targeted Fund (formerly Atrium Evolution Series – Diversified Fund) Multi-asset diversified fund offering risk-targeted investment solutions with unit classes targeting different risk levels (5, 7, 9), explicit return objectives tied to RBA cash rate targets, and portfolios managed across diversifying assets, growth assets, and preserving assets. For advised clients.
• Integrated Managed Account Portfolio Service (MAPS) Managed account portfolio service offering various risk-targeted investment portfolios (Risk Targeted 5, 7, 9) and opportunities portfolios (Balanced Opportunities, Growth Opportunities) accessible through HUB24 Invest and HUB24 Super platforms. For advised clients.
• Enhanced Fixed Income Solution Fixed income investment solution providing a blend of diverse fixed income assets for attractive risk-adjusted returns with stable income, managed within the multi-asset portfolio framework.
• Liquid Alternatives Solution High-quality alternative investments from world-class managers providing diversification and uncorrelated returns within multi-asset portfolios.
• Private Markets Solution Unique unlisted investments including real estate, agriculture, private equity, and private debt, offering access to assets otherwise difficult for investors to access with potential illiquidity premium over listed assets.
• Colonial First State Separately Managed Account (CFS SMA) Separately managed account service where Atrium serves as portfolio manager, available through the CFS Edge platform for investors seeking personalized portfolio management. ARSN 618 390 051.
• Atrium Enhanced Fixed Income Fund Registered managed fund (ARSN 616 127112) managed by Atrium as part of the fixed income investment solutions, with Trust Company (RE Services) Limited as Responsible Entity.
• Atrium Alternatives Fund Registered managed fund (ARSN 616 126 982) providing liquid alternative investment exposure, with Trust Company (RE Services) Limited as Responsible Entity.
• Global Risk Premia Strategies Fund Alternative investment fund sub-managed through partnership arrangements, part of the alternative investments suite.
• Global Listed Infrastructure Mandate No. 1 Global infrastructure investment mandate offering exposure to listed infrastructure assets as part of the diversification strategy.
• Global Macro Strategies Fund Alternative investment fund utilizing macroeconomic strategies for return generation within multi-asset portfolios.
• Global Long Short Strategies Fund Alternative investment fund employing long-short equity strategies as part of the liquid alternatives offering.
• Atrium Equity Opportunities Fund Equity-focused investment fund offering concentrated exposure to selected equity opportunities within the multi-asset framework.

Quantifiable outcome

• 10 Year Celebration - Fund launched in 2011 celebrating successful operation through various market cycles including COVID-19 pandemic and 2022 volatility

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• Russell InvestmentscoreStrategic or Co-development PartnerGlobal research partnership providing access to investment networks and research infrastructure used by some of the world's largest institutional investors. Combined with local research capability and decades of direct experience, enables sourcing of managers through intensive global search process.
• LGT Capital PartnerscoreStrategic or Co-development PartnerSpecialist alternatives capability partnership providing access to alternative investment strategies and managers. Part of Atrium's approach to delivering genuine diversification through alternative investments.

Scale indicators3 records

Recent moves8 records

Expansion highlights4 records

Direct peers

• Perpetual Limited: Australian listed investment manager with multi-asset, fixed income, and equities capabilities distributed primarily through advisers and institutions — directly comparable to Atrium's advised multi-asset offering at much greater scale.
• Pendal Group: Australian investment manager offering multi-asset and single-asset strategies (including Pendal Sustainable, Income, Balanced) — direct competitor in the adviser multi-asset category and provides a benchmark for active multi-asset AUM scale in Australia.
• Magellan Financial Group: Australian investment manager with global equities, infrastructure, and multi-asset strategies distributed through advisers and platforms — competes in the same advised channel with comparable investment philosophy and ratings-driven distribution dynamics.
• Platinum Asset Management: Australian fund manager with international and multi-asset strategies; comparable given its adviser distribution, alternative tilt, and emphasis on portfolio construction philosophy similar to Atrium's alternatives sleeve.
• Dimensional Fund Advisors: Global systematic/evidence-based multi-asset manager with strong Australian adviser presence via Dimensional Australia — directly comparable as a multi-asset, risk-aware portfolio solution for advisers seeking diversified structured products.

Broad incumbents

• Russell Investments: Global multi-asset manager (and Atrium's research partner) — a broad incumbent that competes with Atrium in adviser multi-asset mandates while also serving as an upstream capability provider to Atrium's own process.
• Vanguard Australia: Passive/low-cost multi-asset provider dominant in Australian adviser and SMSF markets — represents the principal fee-compression threat to Atrium's active multi-asset value proposition.
• BlackRock Australia: Global asset manager's Australian arm offering iShares ETFs and multi-asset model portfolios — broad incumbent with overlapping adviser-platform reach and significant scale advantages.
• Colonial First State (CFS): One of Australia's largest wrap/platform/investment providers and the platform behind Atrium's CFS SMA offering; broad incumbent that both partners with and competes for adviser-allocated managed-account mandates.

Emerging players

• Betashares: Australian ETF and managed-fund provider with growing multi-asset and managed-account offerings on Australian adviser platforms — an emerging competitor targeting the same advised distribution layer.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Atrium Investment Management