RIA Intel›Advisers›Connecticut›ATLANTIC ASSET MANAGEMENT, L.L.C.

ATLANTIC ASSET MANAGEMENT, L.L.C.

Advisory

N·STAMFORD, CT

Data as of May 1, 2015 · Source: SEC Form ADV

Total AUM

$11.2B

1-Year AUM Growth

+23.5%

3-Year CAGR

+12.7%

Employees

13

Assets Under Management

Total AUM$11.2B

Discretionary AUM$2.1B

Non-Discretionary AUM$9.0B

Discretionary %19.1%

Total Clients—

Team

Total Employees13

Investment Advisers24

Employee Growth (1Y)—

Filing History

Total Filings on Record35

First FilingFeb 28, 2001

Latest FilingMay 1, 2015

🔒 Full AUM trend chart and 35 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ATLANTIC ASSET MANAGEMENT, L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.