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ATLAS CAPITAL

ATLAS CAPITAL TEAM INC.

CRD 326724 · SEC 801-130378

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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NY, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$17.2M

Discretionary AUM

$17.2M

Team

8 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (investment companies)

Client types

TypeClientsAUM
Investment companies1$17.2M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD