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ATLAS ASSET MANAGEMENT LLC
CRD 173561 · SEC 801-119872
BUCHANAN OFFICE CENTER 40 CARR 165, SUITE 201, GUAYNABO, PR, 00968-8022, United States
Phone
787 781-1301
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$700.6M
Discretionary AUM
$393.0M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2025-12-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $13.8M |
| Investment companies | 6 | $387.6M |
| Corporations/business entities | 12 | $299.2M |
States served
PR
All web addresses on file
Official SEC filing: View on IAPD