Atlas Capital
Firm details
- Headquarters
- ,
- CRD number
- 326724
- Registered since
- July 17, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Atlas Capital is a corporate, institutional registered investment adviser that registered with the SEC in 2024. The firm serves institutional clients and bills on a percentage-of-AUM basis. Its stated business activities include acting as a CPO/CTA and providing portfolio management for investment companies. Ownership is listed as a mix of a domestic entity and an individual, and the firm does not identify as an ESG investor or a multi-state adviser. The firm's profile and disclosures indicate a narrow, institutionally oriented practice: small-scale asset management focused on managed portfolios and commodity-related advisory activities rather than retail wealth management. An industry affiliation listing shows Atlas Capital as a sponsor of limited partnerships (excluding pooled investment vehicles), which aligns with its CPO/CTA classification and its work with investment companies.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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