ATLA CAPITAL MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $60.8M |
| Discretionary | $60.8M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $60.8M |
| Employees | 2 |
| Peak AUM | $60.8MMar 2026 |
| AUM CAGR | +32.7% /yrover 3 yrs · 5 filings |
AUM by Client Type
Total AUM
$61M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $61M | +45.9% | +32.7% | — | — |
| Discretionary AUM | $61M | +45.9% | |||
Key Metrics
| Total AUM | $60.8M |
| Discretionary | $60.8M |
| Employees | 2 |
| Client Accounts | 1 |
Contact & Location
Address
3 COLUMBUS CIRCLE
NEW YORK NY 10019
Phone
332-203-2580
Filing History
5 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$61M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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