Atalanta Sosnoff Capital, LLC

RIASEC RegisteredEst. 1982
Total AUM
$5B
Discretionary
$5B
100% of AUM
Avg account
$26.8M
Accounts
186
Employees
37
Advisory reps
10

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 institutional RIA formed as an LLC in 1982 that advises institutional clients and serves as a capital allocator. The firm provides portfolio management across individual/small business accounts, pooled investment vehicles, and institutional or business clients, and it also engages in selecting third‑party advisers. Its fee arrangements include percentage‑of‑AUM and fixed fees. Atalanta Sosnoff does not identify as an active ESG investor and is not positioned as a multi‑state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 44%, Investment Grade Corp Bonds 30%, US Government Bonds 24%, Cash & Cash Equivalents 2%44%
  • Exchange Traded Equities44%
  • Investment Grade Corp Bonds30%
  • US Government Bonds24%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • Craig Steinberg

    Craig Steinberg

    President, Chief Investment OfficerCRD 2133573

  • Michael Kuchler

    Michael Kuchler

    COO/CFO/CCOCRD 2436505

  • Matthew Ward

    Matthew Ward

    Co-Chief Investment OfficerCRD 2664447

Contacts

3 of 7
  • Robert Ruland

    Robert Ruland

    Portfolio ManagerCRD 2716387

  • Joseph Sileo

    Senior Vice PresidentCRD 2478119

  • John Cronin

    John Cronin

    Senior Vice PresidentCRD 1652188

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 24

Active vs passive

$93.1M in ETFs

Passive

100%

$93.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$19.1M25,61220.54%
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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
505 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth