ATEL Investor Services

PLEASE NOTE: All 2018 Schedule K-1 Form 1065 will be mailed by March 15th. The K-1's will also available online when ready by visiting the ATEL Investor Services website at https://Securities.Portal.Conduent.com/ATELWEB/.

Dedicated to providing an outstanding investor service experience.

ATEL Investor Services provides information and account assistance to existing unit holders and their Registered Representatives.

Our Investor website allows investors to access a number of features offered on the site including access to recent distribution information and printable current year Schedule K1 tax forms.

Access Statements

 

Consent to Electronic Delivery of reports, notices and other communications from ATEL CAPITAL GROUP INVESTMENT PROGRAMS

The Public Funds sponsored by ATEL Capital Group and offered through ATEL Securities Corporation (together referred to as the "ATEL Funds") can deliver communications to investors electronically, rather than in paper hard copy. Please select Consent Election on the left side of this page to review this matter

Investor Login Assistance

If you need assistance accessing ATEL's Investor website go to password reset, enter your account identification number and follow the onscreen prompts to manage your password.

Password Reset

ATEL Investor Services Can:
  • Provide answers to questions about your alternative investment account.
  • Provide assistance to investors wishing to make changes to an account; such as address changes and changes to distribution destinations.
    Please Note: Forms must be received by the 10th of the month in order to process requests for current month's distribution.
  • Provide requirements and forms to re-register or transfer units on an existing account.
    Please Note: Re-registrations and transfers are processed on a monthly basis only. All required documentation and signatures must be submitted by the last day of the prior month for an effective date of the first of the following month.

Forms

ATEL VENTURE PORTFOLIO NEWS

FINRA Investor Protection

FINRA Investor Protection

Financial Industry Regulatory Authority (FINRA) Conduct Rule 2267ATEL values the trust you have placed in us. As a part of our relationship, we respect and FINRA Rules & Regulation Website: http://www.finra.org/RulesRegulationacknowledge your privacy. Pursuant to Federal Trade Commission regulations (and SEC Regulation
The FINRA Regulation Public Disclosure Program Hotline:

FINRA P.O. Box 9401
Gaithersburg, Maryland 20898-9401
Telephone: (800) 289-9999
Fax: (301) 212 8137

The FINRA Regulation Public Disclosure Program publishes an investor brochure which is available by contacting Public Disclosure at the above telephone number or address.

Visit FINRA at http://www.FINRA.org

FINRA BrokerCheck: Click Here to check the background of your investment professional.

 

BUSINESS CONTINUITY PLAN

 

PATRIOT ACT NOTIFICATION

Privacy Policy

ATEL values the trust you have placed in us. As a part of our relationship, we respect and acknowledge your privacy. Regulations issued by the Federal Trade Commission and the Securities and Exchange Commission require that ATEL and its affiliates (together, the “ATEL Companies”) and each of the investment programs sponsored and managed by the ATEL Companies (the “Funds”), provide the Funds’ investors with written notice of their policies and procedures for disclosure of the investors’ non-public personal information. Our policies relating to disclosure of your non-public personal information are as follows:

  1. 1. We collect non-public personal information about you from the following sources:
    •    Information we receive from you on applications or other forms,
    •    Information about your transactions with us, our affiliates, or others, and
    •    Information we receive from a consumer reporting agency.
  2. 2. We do not disclose any non-public personal information about Fund investors or former investors to anyone, except as permitted by law.
  3. 3. We restrict access to non-public personal information about you to employees and agents of ATEL who need to know that information to provide services to you and the Fund in which you have invested, and require that all such employees and  agents  adhere  to  our privacy  policy. Furthermore, ATEL  has  confirmed  that  each provider of administrative services to the Funds is also governed by the FTC and/or SEC privacy rules and will maintain a similar policy with regard to protecting the privacy of your non-public personal information.
  4. 4. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal financial information.
  5. 5. We will not permit any ATEL Company which has no prior business relationship with you to market its products or services to you based on information another ATEL Company may collect from you, including, but not limited to, information concerning your income and net worth, your credit score and your account history with the ATEL Company.

If you have any questions about these policies or our use, maintenance and disclosure of your non-public personal financial information, please contact our Investor Services Department at (800) 543-2835, ext. 3. We are required by law to inform you of our privacy policy once a year. Please note that this is not a request for an “opt out” statement from you; the above stated policies are the policies in place at this time.