Atlantic Capital Strategies, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 146725
- Registered since
- June 12, 2008
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Banking / Thrift Institutions99.79%
- Charitable Organizations0.21%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Atlantic Capital Strategies, Inc. is a privately owned institutional registered investment adviser that provides portfolio management services to business and institutional clients. The firm, SEC-registered since 2008, focuses on non-discretionary management and bills clients using a combination of AUM-based and fixed fees. It is organized as a corporation with individual ownership and does not characterize itself as an ESG investor, multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
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
- US Government Bonds66%
- State & Local Bonds15%
- Cash & Cash Equivalents15%
- Investment Grade Corp Bonds3%
- Exchange Traded Equities1%
Owners & executives
1 of 1Robert Segal
CEOCRD 4354101
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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