ATLAS ASSET MANAGEMENT LLC

Overview

Atlas Asset Management LLC is a compact SEC‑registered adviser that runs a focused advisory business with both high‑net‑worth and institutional clients. The firm’s regulatory filings show it operates as a Limited Liability Company, registered with the SEC in 2020, and conducts advisory work that spans portfolio management for individuals, small businesses, investment companies and institutional clients. Its stated fee arrangements include both percentage‑of‑AUM and fixed fees. Investment activity centers on a fixed‑income posture: the firm’s largest single exposure is to U.S. government bonds, and fixed income is listed as the preferred asset class. Atlas also engages in sponsor and general partner roles for pooled investment vehicles and is registered to perform CPO/CTA activity, indicating it not only advises portfolios but also sponsors or manages private pooled products or managed‑futures type vehicles. The firm is not an active ESG investor and does not operate as a multi‑state adviser.

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Location & Offices