Atalanta Sosnoff Management, LLC
New York, NY·SEC-registered · CRD #11085
Atalanta Sosnoff Management, LLC is an SEC-registered investment advisory firm in New York, NY managing $3.9B across 597 client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.9B
Client accounts
597
Advisory staff
8
Fee model
Fee-only
How Atalanta Sosnoff Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Atalanta Sosnoff Management, LLC
How much does Atalanta Sosnoff Management, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Atalanta Sosnoff Management, LLC reports $3.9B in regulatory assets under management across roughly 597 client accounts.
How does Atalanta Sosnoff Management, LLC charge?
Atalanta Sosnoff Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Atalanta Sosnoff Management, LLC a fiduciary?
Yes. Atalanta Sosnoff Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #11085), 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 Management, 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 Management, 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 Management, LLC's public SEC Form ADV filing (CRD #11085, 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 Management, 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 Management, LLC? Claim this profile.