ATLAS GROVE MANAGEMENT LLC
Firm details
- Headquarters
- SOUTH MIAMI, Florida
- CRD number
- 324669
- Registered since
- August 5, 2025
Firm profile
FINTRXOverview
Atlas Grove Management LLC is an LLC that appears to operate primarily as a sponsor and general partner for pooled investment vehicles rather than as a traditional retail-facing adviser. The firm is registered with the SEC in 2025 and is listed in FINTRX with affiliations that include acting as an investment adviser, maintaining a law-firm connection, and serving as sponsor/GP or managing member of pooled funds. FINTRX classifies the entity as unclassified; it is owned by a domestic entity/individual. The data set indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. Fee structures, client base segmentation, and detailed advisory activities were not disclosed in the source data.
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
1 of 1PATRICK MCKEON
Chief Operating OfficerCRD 7998005
Contacts
2 of 2R WYATT
CRD 7998008
DAVID PROMAN
Co-Founder and Managing PartnerCRD 4871843
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTH MIAMI, FL
MIAMI DADE
Location
SOUTH MIAMI, FL
Headquartered in SOUTH MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 7301 SW 57th Ct
- Time zone
- ET (UTC-5)
- Office locations
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