ATLAS GROVE MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SOUTH MIAMI, Florida
CRD number
324669
Registered since
August 5, 2025

Firm profile

FINTRX

Overview

Atlas Grove Management LLC is an LLC that appears to operate primarily as a sponsor and general partner for pooled investment vehicles rather than as a traditional retail-facing adviser. The firm is registered with the SEC in 2025 and is listed in FINTRX with affiliations that include acting as an investment adviser, maintaining a law-firm connection, and serving as sponsor/GP or managing member of pooled funds. FINTRX classifies the entity as unclassified; it is owned by a domestic entity/individual. The data set indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. Fee structures, client base segmentation, and detailed advisory activities were not disclosed in the source data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • PATRICK MCKEON

    Chief Operating OfficerCRD 7998005

Contacts

2 of 2
  • R WYATT

    CRD 7998008

  • DAVID PROMAN

    Co-Founder and Managing PartnerCRD 4871843

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SOUTH MIAMI, FL

MIAMI DADE

Location

SOUTH MIAMI, FL

Headquartered in SOUTH MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
7301 SW 57th Ct
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth