Atlantic Capital Strategies Inc

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Assets, Funds, Holdings

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Atlantic Capital Strategies Inc
CRD #146725
SEC #801-69289
CIK #
AUM $2.6 BB (2023-02-24)
Employees 2 (100% Investors, 0% Brokers)
Phone781-276-4966
Address8 Birchwood Drive
Bedford, MA 01730
Source [IAPD] [Website]
Total AUM ($BB)
4.03.22.41.60.80.02007201220182024
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) 0 0.0
(c) Banking or thrift institutions 15 2.6
(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 2 0.0
(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 17 2.6
By Discretionary
Discretionary 0 0.0
Non-Discretionary 17 2.6
Total 17 2.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.6
Total 17 2.6
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