Atalanta Sosnoff Capital, LLC
New York, NY·SEC-registered · CRD #104880
Atalanta Sosnoff Capital, LLC is an SEC-registered investment advisory firm in New York, NY managing $5.0B across 186 client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.0B
Client accounts
186
Advisory staff
8
Fee model
Fee-based
How Atalanta Sosnoff Capital, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Atalanta Sosnoff Capital, LLC
How much does Atalanta Sosnoff Capital, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Atalanta Sosnoff Capital, LLC reports $5.0B in regulatory assets under management across roughly 186 client accounts.
How does Atalanta Sosnoff Capital, LLC charge?
Atalanta Sosnoff Capital, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Atalanta Sosnoff Capital, LLC a fiduciary?
Yes. Atalanta Sosnoff Capital, LLC is registered with the U.S. Securities and Exchange Commission (CRD #104880), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Atalanta Sosnoff Capital, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Atalanta Sosnoff Capital, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Atalanta Sosnoff Capital, LLC's public SEC Form ADV filing (CRD #104880, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Atalanta Sosnoff Capital, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Atalanta Sosnoff Capital, LLC? Claim this profile.