ATALANTA SOSNOFF CAPITAL, LLC

RIASEC RegisteredEst. 1982

Total AUM

$5B

Discretionary

$5B

100% of AUM

Avg account

$26.8M

Accounts

186

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 104880
Registered since: January 20, 1982
Website: atalantasosnoff.com
Custodians: THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., COMERICA SECURITIES,INC., AMALGAMATED BANK, PNC INVESTMENTS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans91.69%
Corporations / Businesses3.74%
Charitable Organizations3.1%
State / Municipal Government1.48%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Atalanta Sosnoff Capital, LLC is an SEC-registered investment adviser organized as an LLC and operating since 1982. The firm serves primarily institutional clients while also providing portfolio management for individuals, small businesses, pooled investment vehicles and other business or institutional clients. Its advisory services include selecting third-party advisers and managing discretionary mandates. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm is not positioned as an active ESG investor and is not a multi-state adviser. Atalanta Sosnoff maintains affiliations across financial services: it has ties to broker-dealers, other registered investment advisers, banking/thrift institutions and trust companies. It is identified as a capital allocator and owner structure includes both domestic entity and individual ownership.