0001535865-24-000015.txt : 20240813 0001535865-24-000015.hdr.sgml : 20240813 20240813123522 ACCESSION NUMBER: 0001535865-24-000015 CONFORMED SUBMISSION TYPE: N-PX PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240813 EFFECTIVENESS DATE: 20240813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Atria Investments, Inc CENTRAL INDEX KEY: 0001535865 ORGANIZATION NAME: IRS NUMBER: 208800607 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: N-PX SEC ACT: 1934 Act SEC FILE NUMBER: 028-14921 FILM NUMBER: 241200041 BUSINESS ADDRESS: STREET 1: 5925 CARNEGIE BLVD STREET 2: SUITE 500 CITY: CHARLOTTE STATE: NC ZIP: 28209 BUSINESS PHONE: 704-716-3725 MAIL ADDRESS: STREET 1: 5925 CARNEGIE BLVD STREET 2: SUITE 500 CITY: CHARLOTTE STATE: NC ZIP: 28209 FORMER COMPANY: FORMER CONFORMED NAME: ATRIA INVESTMENTS INC DATE OF NAME CHANGE: 20230110 FORMER COMPANY: FORMER CONFORMED NAME: ATRIA INVESTMENTS LLC DATE OF NAME CHANGE: 20111129 N-PX 1 primary_doc.xml N-PX IM LIVE 0001535865 XXXXXXXX false false 06/30/2024 YEAR 2024 Atria Investments, Inc 980-217-5204

5925 CARNEGIE BLVD SUITE 500 CHARLOTTE NC 28209

INSTITUTIONAL MANAGER NOTICE REPORT REPORTING PERSON HAS POLICY TO NOT VOTE N 028-14921 143593 801-67829 N Atria Investments, Inc Dan Mulvey Dan Mulvey Chief Compliance Officer 08/13/2024