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ATLANTIC CAPITAL MANAGEMENT OF FLORIDA, INC.

Advisory

N·CUTLER BAY, FL

Data as of Mar 21, 2016 · Source: SEC Form ADV

Total AUM

$39M

1-Year AUM Growth

-7.0%

3-Year CAGR

-14.6%

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$8M

Non-Discretionary AUM$31M

Discretionary %21.3%

Total Clients—

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingMar 1, 2001

Latest FilingMar 21, 2016

🔒 Full AUM trend chart and 25 historical filings spanning 15+ 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 CAPITAL MANAGEMENT OF FLORIDA, INC.

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