Atlas Grove Capital LLC
Firm details
- Headquarters
- Dublin, California
- CRD number
- 340555
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Atlas Grove Capital LLC is organized as a limited liability company that provides portfolio management services to individuals and small businesses. The firm is owned by an individual and charges advisory fees on a percentage-of-assets-under-management basis. It does not identify as an active ESG investor, does not function as a capital allocator, and is not set up to provide pension consulting or operate as a related adviser to another firm. The adviser is not registered as a multi-state manager. Regulatory classification and other firm-level details are sparse in the available record; the firm's public profile centers on direct portfolio management for retail and small-business clients rather than institutional or multi-manager activity.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Dragos Georgescu
Co-Founder and Managing PartnerCRD 5073867

Carl Gabler
Managing PartnerCRD 2790353
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dublin, CA
Alameda
Location
Dublin, CA
Headquartered in Dublin, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 11501 Dublin Blvd
- Time zone
- PT (UTC-8)
- Office locations
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