Atlantis Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 160462
- Registered since
- March 26, 2012
- Website
- atlantisasset.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Atlantis Asset Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2012. The firm manages portfolios for individuals, families and small businesses and also provides portfolio management to business or institutional clients. Its compensation model is a percentage-of-assets-under-management fee. Atlantis is not positioned as a dedicated capital allocator; instead it appears to incorporate third-party alternative managers alongside a primary focus on publicly traded equities. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser in the dataset provided.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- US Government Bonds5%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Owners & executives
1 of 1
Michael Cohn
President, Chief Investment StrategistCRD 1743568
Contacts
2 of 2
Duncan Burke
SVP, Portfolio ManagerCRD 35711
John Connolly
Senior Client AdvisorCRD 1914820
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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