Designed with the CIOs of working family offices.

Consolidation, pacing and query for family offices and private wealth. Built in New York.

Consolidation in one system, pacing in a workbook, notices in an inbox and a basis-point fee on top. Come quarter-end, someone rebuilds the book by hand.

We built Atrean for the office running an institutional book with a lean team: LP interests, custody and directs across a multi-generational structure, a CIO who wants the answer now, and an ops team that has to stand behind it. The method came from a live family office’s IC workbook.

Offices managing $250M to $5B.

Custody, LP interests and directs across multi-generational structures.

Know a CIO still rekeying quarterlies?

We'd welcome the introduction, or a conversation with you directly.