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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Reza Bundy Saadlou
CEO and ChairmanCRD 7331056
Nouriel Roubini
Chief EconomistCRD 7908661
Carlo Zola
COOCRD 4897884
Contacts
3 of 3
Puneet Agarwal
Co-FounderCRD 5645399
Shahpour Turkian
Portfolio AnalyticsCRD 8009317
Paschalis Bouchoris
Head of Sales and Business DevelopmentCRD 8009305
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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