Atalanta Sosnoff Management, LLC

Overview

Atalanta Sosnoff Management, LLC is a privately held limited liability company that operates as an institutional registered investment adviser; the firm has been SEC-registered since 1984. It manages portfolios for individuals and families as well as institutional and business clients, charging fees as a percentage of assets under management. Core advisory services emphasize discretionary portfolio management for both small-business/individual accounts and for business or institutional portfolios. The firm is not described as an active ESG investor and is not listed as a capital allocator or related adviser in the dataset. The firm maintains multiple industry affiliations, including relationships with broker-dealers, other investment advisers, banking or thrift institutions, trust companies, and roles as sponsor/GP or managing member of pooled investment vehicles. Those ties suggest a capability to operate across advisory, custody, and sponsor/manager functions rather than being a pure boutique focused only on discretionary equity management.

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