Atlas Capital Investment LLC
Firm details
- Headquarters
- East Boston, Massachusetts
- CRD number
- 319436
- Website
- www.atlascapitalboston.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Atlas Capital Investment LLC is a small, privately owned investment advisory organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm bills clients using a percentage-of-assets model and may charge performance-based fees. It does not identify as an active ESG investor, does not operate as a capital allocator to outside managers, and is not described as a multi-state or newly formed advisor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
East Boston, MA
Suffolk
Location
East Boston, MA
Headquartered in East Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 99 Sumner St
- Time zone
- ET (UTC-5)
- Office locations
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