Atlas Capital

RIASEC RegisteredEst. 2024
Total AUM
$17.2M
Discretionary
$17.2M
100% of AUM
Avg account
$17.2M
Accounts
1
Employees
8
Advisory reps
8

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

FINTRX

Overview

Atlas Capital is organized as a corporation and operates as an institutional registered investment adviser. The firm registered with the SEC in 2024 and serves institutional clients on a percentage-of-AUM fee basis. Its regulatory profile lists commodity pool/operator (CPO) or commodity trading adviser (CTA) activities and portfolio management for investment companies, and it is identified as a sponsor of limited partnerships (excluding pooled investment vehicles). The firm is not flagged as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Reza Bundy Saadlou

    Reza Bundy Saadlou

    CEO and ChairmanCRD 7331056

  • Nouriel Roubini

    Chief EconomistCRD 7908661

  • Carlo Zola

    COOCRD 4897884

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Contacts

3 of 3
  • Puneet Agarwal

    Puneet Agarwal

    Co-FounderCRD 5645399

  • Shahpour Turkian

    Portfolio AnalyticsCRD 8009317

  • Paschalis Bouchoris

    Head of Sales and Business DevelopmentCRD 8009305

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth