ATALANTA SOSNOFF MANAGEMENT, LLC

CRD 11085 · SEC 801-22856

Visit website

505 FIFTH AVENUE, 17TH FLOOR, NEW YORK, NY, 10017, United States

Phone

(212) 867-5000

Fax

(2120 922-1820

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.91B

Discretionary AUM

$3.91B

Team

37 total employees; 8 advisory reps; 7 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)PORTFOLIO MANGEMENT TO WRAP AND UMA PROGRAMS

Client types

Type	Clients	AUM
Individuals	78	$36.0M
High net worth individuals	87	$253.0M
Charitable organizations	4	$119.2M
Corporations/business entities	3	$11.8M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTP://WWW.ATALANTASOSNOFF.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/ATALANTASOSNOFF-CAPITAL-LLC

Official SEC filing: View on IAPD