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| Atala Financial Inc
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| CRD # | 318371 |
| SEC # | 801-123628 |
| CIK # | 0002053756 |
| AUM | 370.7 M (2026-03-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-570-2573 |
| Address | 23912 Aspen Way Calabasas, CA 91302 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 9.7 | ||
| Deere & Co | 6.3 | ||
| Marriott International Inc /MD/ | 4.5 | ||
| Nvidia Corp | 4.3 | ||
| International Business Machines Corp | 4.1 | ||
| Microsoft Corp | 3.6 | ||
| Wal Mart Stores Inc | 3.3 | ||
| Roblox Corp | 3.3 | ||
| Nextracker Inc | 3.0 | ||
| Amazon Com Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | GROQ JUL 2025 A Series of CGF2021 LLC | 2026-03-06 | 1.9 M | |
| VC | Project Vermithor | 2026-03-06 | 3.2 M | |
| VC | Atala Ventures Machina Fund I | 2025-10-06 | 2.6 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 4.4 |
| (b) Individuals (high net worth individuals) | 46 | 358.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 8.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 248 | 370.7 |
| By Discretionary | ||
| Discretionary | 228 | 340.2 |
| Non-Discretionary | 20 | 30.6 |
| Total | 248 | 370.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.7 | |
| Total | 248 | 370.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053756] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oak Wealth Advisors LLC
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IL | 373.7 M |
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Olistico Wealth LLC
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OK | 371.5 M |
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Donoghue Forlines LLC
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MA | 370.5 M |
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OH | 370.5 M |
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FL | 370.3 M |
|
One Advisory Partners LLC
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KS | 369.5 M |
|
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NJ | 369.1 M |
|
Yosemite Capital Management LLC
✚
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CA | 369.0 M |