ATRATO ASSET MANAGEMENT LLC

Overview

Atrato Asset Management LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2009. The firm is owned by an individual and serves primarily individual and family clients. Its advisory services include financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Atrato charges a mix of percentage-of-AUM, fixed, and performance-based fees and reports that it does not position itself as a capital allocator. The firm does not identify as an active ESG investor. Advisory activity is focused on traditional financial planning and discretionary or nondiscretionary portfolio management rather than running proprietary funds or acting as a multi-manager allocator.

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Investments & Alternatives

Location & Offices