Atai Capital Management LLC

RIASEC Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$111K
Accounts
12
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
323427
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, Cash & Cash Equivalents 39%61%
  • Exchange Traded Equities61%
  • Cash & Cash Equivalents39%

Contacts

1 of 1
  • Brandon Daniel

    Brandon Daniel

    Founder & Portfolio ManagerCRD 7630801

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth