Atlas Capital

RIASEC Registered
Total AUM
$17.2M
Discretionary
$17.2M
100% of AUM
Avg account
$17.2M
Accounts
1
Employees
5
Advisory reps
5

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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth