|
⚲
|
| Keyboard |
| Atalanta Sosnoff Management LLC
✚
|
|
|---|---|
| CRD # | 11085 |
| SEC # | 801-22856 |
| CIK # | 0000811447 |
| AUM | 3,913.9 M (2026-03-31) |
| Employees | 37 (22% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-867-5000 |
| Address | 505 Fifth Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000811447 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.4 | ||
| Apple Inc | 0.4 | ||
| Alphabet Inc | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.2 | ||
| United Technologies Corp /DE/ | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Schwab Charles Corp | 0.1 | ||
| Goldman Sachs Group Inc | 0.1 | ||
| McKesson Corp | 0.1 | ||
| Caterpillar Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| CB Richard Ellis Group Inc | 0.1 | ||
| McDonalds Corp | 0.1 | ||
| Facebook Inc | 0.1 | ||
| GE Vernova Inc | 0.1 | ||
| Take Two Interactive Software Inc | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Applied Materials Inc /DE | 0.1 | ||
| Bank of America Corp /DE/ | 0.1 | ||
| Royal Caribbean Cruises Ltd | 0.1 | ||
| General Electric Co | 0.1 | ||
| Delta Air Lines Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| American Express Co | 0.1 | ||
| Morgan Stanley | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 0.0 |
| (b) Individuals (high net worth individuals) | 87 | 0.3 |
| (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 | 4 | 0.1 |
| (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 | 3 | 0.0 |
| (n) Other | 425 | 3.5 |
| Total | 597 | 3.9 |
| By Discretionary | ||
| Discretionary | 597 | 3.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 597 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 597 | 3.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000811447] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.3B |
| Clients | 7 |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Atalanta Sosnoff Capital LLC
✚
|
NY | 4,978.6 M |
|
Atalanta Sosnoff Management LLC
✚
|
NY | 3,913.9 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Nordwand Advisors LLC
✚
|
PA | 3,967.7 M |
|
Inspire Investing LLC
✚
|
ID | 3,962.2 M |
|
Vernal Point Advisors LLC
✚
|
CA | 3,938.0 M |
|
Ocean Park Asset Management LLC
✚
|
CA | 3,935.5 M |
|
Wealthcare Capital Management LLC
✚
|
VA | 3,928.7 M |
|
Clinton Investment Management LLC
✚
|
CT | 3,906.7 M |
|
Johnson Sterling Inc
✚
|
AL | 3,901.5 M |
|
Ancora Private Wealth Advisors LLC
✚
|
OH | 3,899.6 M |
|
Two West Capital Advisors LLC
✚
|
KS | 3,888.3 M |
|
Alamo Advisors LP
✚
|
TX | 3,867.2 M |