Atlas Asset Management LLC

RIASEC RegisteredEst. 2020

Total AUM

$701M

Discretionary

$393M

56% of AUM

Avg account

$36.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Guaynabo, PR
CRD number: 173561
Registered since: November 27, 2020
Website: www.atlas-am.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Investment Companies55.32%
Corporations / Businesses42.71%
HNWI1.97%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Atlas Asset Management LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. Founded for SEC registration in 2020, the firm is owned by an individual and serves both individual & family and institutional clients. Its advisory services center on portfolio management for individuals and small businesses, investment companies, and other businesses or institutions. The firm also lists CPO/CTA activity and participates as a sponsor, general partner, or managing member of pooled investment vehicles. Fee arrangements include percentage-of-AUM billing and fixed fees. Atlas does not self-identify as an active ESG investor and is not registered as a multi-state adviser.