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| Atlanta Capital Management Company LLC
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| |
|---|---|
| CRD # | 116719 |
| SEC # | 801-60673 |
| CIK # | 0001569071, 0001027817 |
| AUM | $33.2 BB (2024-03-27) |
| Employees | 37 (38% Investors, 0% Brokers) |
| Phone | 404-876-9411 |
| Address | 1075 Peachtree Street NE Atlanta, GA 30309-3912 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($TT) | Value ($TT) |
|---|---|---|---|
| MSFT | 1.9 | 0.1 | |
| AAPL | 2.4 | 0.0 | |
| NVDA | 0.4 | 0.0 | |
| AMZN | 1.1 | 0.0 | |
| GOOGL | 1.5 | 0.0 | |
| META | 0.4 | 0.0 | |
| JPM | 0.3 | 0.0 | |
| GOOG | 1.5 | 0.0 | |
| V | 0.4 | 0.0 | |
| LLY | 0.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($TT) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3,560 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 17.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.9 |
| (g) Pension and profit sharing plans | 105 | 1.8 |
| (h) Charitable organizations | 84 | 0.4 |
| (i) State or municipal government entities | 39 | 2.5 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 4 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 94 | 0.7 |
| (n) Other | 21,793 | 6.1 |
| Total | 25,685 | 31.8 |
| By Discretionary | ||
| Discretionary | 3,892 | 25.7 |
| Non-Discretionary | 21,793 | 6.1 |
| Total | 25,685 | 31.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 31.6 | |
| Total | 25,685 | 31.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001027817] | |
| 13F-NT | [0001027817] | |
| 13F-HR | [0001569071] |
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|---|---|---|
|
Beutel Goodman & Company Ltd
✚
|
35.9 | |
|
Chandler Asset Management Inc
✚
|
CA | 35.8 |
|
Edgewood Management LLC
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|
CT | 35.7 |
|
Jasper Ridge Partners LP
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TX | 35.3 |
|
Earnest Partners LLC
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GA | 35.3 |
|
Stancorp Investment Advisers Inc
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|
OR | 34.4 |
|
Jarislowsky Fraser Limited
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|
34.2 | |
|
Capital Group Private Client Services Inc
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|
CA | 34.0 |
|
TIAA-CREF Individual & Institutional Services LLC
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|
NY | 32.7 |
|
Fayez Sarofim & Co LLC
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|
TX | 31.4 |