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ATLAS ASSET MANAGEMENT LLC

Business and Investment Profile

The ATLAS ASSET MANAGEMENT LLC is a privately held investment adviser that advises $906.41mn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. ATLAS ASSET MANAGEMENT LLC is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 259.82% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 11.67 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at BUCHANAN OFFICE CENTER 40 CARR 165 SUITE 201, SAN JUAN, PUERTO RICO. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $906.41mn in assets advised are owned by 7 private funds, 17 public funds and BDCs and 12 other accounts. Assets of Investment Companies (IC) clients own $552.84mn or 60.99% of Total Assets and Corporations or Other Businesses own $299.21mn or 33.01% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and Multi Strat, representing 60.58%, 38.61% and 0.81% of total assets, respectively.

Client Profile

They advise 4 types of clients, top clients are Investment Companies (IC) and Corporations or Other Businesses.

Service Provider Profile

The Group uses 2 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

ATLAS ASSET MANAGEMENT LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ATLAS ASSET MANAGEMENT LLC

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Keywords: Atlas Asset Management, Atlas
Generated 2026-09-12T06:49:39.1230597.  © 2026 Convergence.