ATALANTA SOSNOFF MANAGEMENT, LLC

RIASEC RegisteredEst. 1984

Total AUM

$3.9B

Discretionary

$3.9B

100% of AUM

Avg account

$6.6M

Accounts

597

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 11085
Registered since: November 28, 1984
Website: www.atalantasosnoff.com
Custodians: MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM
Client types: Other89.27%
HNWI6.46%
Charitable Organizations3.05%
Individuals0.92%
Corporations / Businesses0.3%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Atalanta Sosnoff Management, LLC is a fee-based investment adviser registered with the SEC since 1984 that manages portfolios for high-net-worth individuals, families and institutions. The firm runs discretionary, separately managed accounts with an explicit tilt toward publicly traded equities. Its business model centers on portfolio management for individuals/small businesses and for businesses or institutions, using a percentage-of-assets fee structure. The firm is not positioned as an ESG-focused manager. Operationally, Atalanta Sosnoff is connected to a broader set of financial services through relationships that include broker‑dealer, bank/thrift, trust company roles and sponsorship or GP duties for pooled investment vehicles, which gives it the ability to both originate and allocate into private pooled structures when appropriate.