|
⚲
|
| Atlas Capital Advisors Inc
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|
|
|---|---|
| CRD # | 127036 |
| SEC # | 801-66544 |
| CIK # | 0001434165 |
| AUM | $1.1 B (2026-03-31) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 415-354-2400 |
| Address | 38 Keyes Ave Suite 200 San Francisco, CA 94129 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Procter & Gamble Co | 0.0 | ||
| Palomar Holdings Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Global MOFY Metaverse Ltd | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 10.6 |
| (b) Individuals (high net worth individuals) | 93 | 1,040.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 93.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 409 | 1,148.6 |
| By Discretionary | ||
| Discretionary | 380 | 1,057.3 |
| Non-Discretionary | 29 | 91.3 |
| Total | 409 | 1,148.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 30.0 | |
| United States Persons | 1,118.6 | |
| Total | 409 | 1,148.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001434165] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Third View Private Wealth LLC
✚
|
CT | 1.2 |
|
Arkos Global Advisors LLC
✚
|
TX | 1.2 |
|
CVFG LLC
✚
|
IN | 1.2 |
|
Longview Wealth Management Inc
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|
GA | 1.2 |
|
Cooper/Haims Advisors LLC
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|
NY | 1.2 |
|
Aubrey Capital Management Limited
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|
1.2 | |
|
AB2 Capital Partners LLC
✚
|
FL | 1.1 |
|
Dean Capital Management LLC
✚
|
KS | 1.1 |
|
Financial Partners Group Inc
✚
|
KS | 1.1 |
|
Ironvine Capital Partners LLC
✚
|
NE | 1.1 |