Atai Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 323427
- Website
- www.ataicap.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI63.06%
- Individuals36.94%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Atai Capital Management LLC is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individual and family clients. The firm charges a combination of a percentage-of-AUM fee and performance-based fees, which suggests it runs active mandates where alignment with client investment outcomes is emphasized. Filing details show a preference for publicly traded equities and exchange-traded instruments as the core exposure, supported by mutual funds and targeted allocations to real estate through external managers. The firm is not positioned as an ESG specialist and manages a single-state client base under a straightforward, concentrated operating model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Cash & Cash Equivalents39%
Contacts
1 of 1Brandon Daniel
Founder & Portfolio ManagerCRD 7630801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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