ATLA CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$60.8M
Discretionary
$60.8M
100% of AUM
Avg account
$60.8M
Accounts
1
Employees
2
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
312501
Registered since
July 31, 2023
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Atla Capital Management LLC is a limited liability company that operates as a hedge fund manager focused on institutional clients. The firm registered with the SEC in 2023 and reports activities as a commodity pool operator/commodity trading advisor (CPO/CTA) while also serving as sponsor, general partner, or managing member of pooled investment vehicles. Advisory services are concentrated on portfolio management for pooled vehicles and for businesses or institutional investors. The firm’s fee mix includes percentage-of-AUM fees, fixed fees, and performance-based fees. Atla does not identify as an active ESG investor and is not presented as a multi-state adviser or pension consultant. Ownership is listed as a combination of domestic entities and individuals.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Owners & executives

1 of 1
  • John Haskell

    Chief Investment OfficerCRD 7329455

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
3 Columbus Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth