Atlas Holdings LLC
Greenwich, CT·SEC-registered · CRD #160610
Atlas Holdings LLC is an SEC-registered investment advisory firm in Greenwich, CT managing $18B across 17 client accounts, with 57 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$18B
Client accounts
17
Advisory staff
57
Fee model
Fee-only
How Atlas Holdings LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL ATLAS HOLDINGS LLC
See how Atlas compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Atlas Holdings LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Atlas Holdings LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Atlas Holdings LLC
How much does Atlas Holdings LLC manage?
Per its most recent SEC Form ADV filing (03/25/2026), Atlas Holdings LLC reports $18B in regulatory assets under management across roughly 17 client accounts.
How does Atlas Holdings LLC charge?
Atlas Holdings 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 Atlas Holdings LLC a fiduciary?
Yes. Atlas Holdings LLC is registered with the U.S. Securities and Exchange Commission (CRD #160610), 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 Atlas Holdings 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 Atlas Holdings LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Greenwich, CT
Profile compiled from Atlas Holdings LLC's public SEC Form ADV filing (CRD #160610, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Atlas Holdings 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 Atlas Holdings LLC? Claim this profile.