ATLAS ASSET MANAGEMENT LLC
  • ATLAS ASSET MANAGEMENT LLC

Adviser Profile

As of Date 12/18/2025
Registration SEC, Approved, 11/27/2020
Other registrations (1)
ADV Location GUAYNABO, PR, United States
Contact Info 787 xxxxxxx
Websites
AUM* 700,609,861 78%
of that, discretionary 392,956,706 375%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 36,874,203 -6%
% High Net Worth 5.26% -74%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- High net worth individuals
- Investment companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

393M 337M 281M 225M 168M 112M 56M
2020 2021 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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