The ATALA FINANCIAL is a privately held investment adviser that advises $378.46mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. ATALA FINANCIAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 118.69% over the last 3-years.
The Group has been registered with the SEC for 4.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 23912 ASPEN WAY, CALABASAS, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees increased by 50% over the last 4-years.
Their $378.46mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $358.18mn or 94.64% of Total Assets and Charitable Organizations own $8.14mn or 2.15% of Total Assets.
The Group's top investment strategies include Early Stage and Multi Strat, representing 58.95% and 41.05% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
ATALA FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.