Atlantic Capital Strategies, Inc.

Overview

Atlantic Capital Strategies, Inc. is a corporate registered investment adviser that focuses on institutional portfolio management for businesses and other institutions. Registered in 2008 and owned by an individual, the firm operates primarily as an adviser on a non-discretionary basis, delivering advice and model guidance rather than exercising trading authority for clients. Its stated fee arrangements combine a percentage-of-AUM structure with fixed fees. The firm is not an active ESG investor and does not present itself as a multi-state or newly formed adviser. Investment activity centers on fixed-income allocations, with a pronounced tilt toward U.S. government securities. Given the institutional client base and the firm’s non-discretionary posture, Atlantic Capital Strategies appears oriented toward conservative, liability-aware fixed-income management and cash/liquidity solutions for organizations.

Assets & Accounts

Investments & Alternatives