Client SuccessAtara
Integrated Compliance Monitoring Across All Portfolios
With Clearwater’s automated, scalable, and flexible reporting, Atara now has a singular, transparent view into all their accounts, allowing them to focus on new growth opportunities without necessitating a larger treasury team.
Market / Corporations
Atara Biotherapeutics is a biopharmaceutical company heavily focused on research and development. Their portfolio of more than $300 million in AUM includes corporate debt, asset-backed securities, government debt, and more.
Headquarters: Thousand Oaks, California
Assets Under Management: $300M
Website: https://www.atarabio.com/
$300
million in AUM
1
dashboard to view all portfolio holdings
360
degree view of investment operations
Challenges
- Pursuing rapid growth while maintaining a lean headcount
- Needed to file SEC disclosures after going public
- Struggled with disparate data and an inability to compare managers
Results
- Consolidation of separately managed accounts under one login for a transparent view of the portfolio
- Flexible and customizable reporting for SEC disclosures, general ledger automation, and compliance
- Scalability to accommodate investment growth without additional treasury personnel
“Consolidating with Clearwater allows us to see all our portfolio holdings in one view. We can compare managers and strategies in ways we couldn’t before. Because of the automation, we are able to keep a lean treasury team, while pursuing new growth strategies.”
