ATLAS GROVE CAPITAL LLC

Overview

Atlas Grove Capital LLC is organized as a limited liability company that provides portfolio management services to individuals and small businesses. The firm is owned by an individual and charges advisory fees on a percentage-of-assets-under-management basis. It does not identify as an active ESG investor, does not function as a capital allocator, and is not set up to provide pension consulting or operate as a related adviser to another firm. The adviser is not registered as a multi-state manager. Regulatory classification and other firm-level details are sparse in the available record; the firm's public profile centers on direct portfolio management for retail and small-business clients rather than institutional or multi-manager activity.

Assets & Accounts