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ATLANTIC CAPITAL STRATEGIES, INC.
CRD 146725 · SEC 801-69289
MA, United States
Phone
781-276-4966
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.57B
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 13 | $2.56B |
| Charitable organizations | 2 | $5.4M |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD