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| Atlas Capital Advisors Inc
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|
|---|---|
| CRD # | 127036 |
| SEC # | 801-66544 |
| CIK # | 0001434165 |
| AUM | $1.1 B (2025-04-24) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 415-354-2400 |
| Address | 38 Keyes Ave Suite 200 San Francisco, CA 94129 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001434165 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Procter & Gamble Co | 0.0 | ||
| Palomar Holdings Inc | 0.0 | ||
| Global MOFY Metaverse Ltd | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 13.4 |
| (b) Individuals (high net worth individuals) | 110 | 973.3 |
| (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 | 2 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 63.7 |
| (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 | 7 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 481 | 1,054.2 |
| By Discretionary | ||
| Discretionary | 435 | 944.6 |
| Non-Discretionary | 46 | 109.5 |
| Total | 481 | 1,054.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.9 | |
| United States Persons | 1,030.2 | |
| Total | 481 | 1,054.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001434165] |
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|---|---|---|
|
Hemington Wealth Management LLC
✚
|
VA | 1.1 |
|
180 Wealth Advisors LLC
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|
WA | 1.1 |
|
Islandbridge Capital Limited
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1.1 | |
|
Next Level Private LLC
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NY | 1.1 |
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Private Portfolio Partners LLC
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NJ | 1.1 |
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L & S Advisors Inc
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One Wealth Advisors LLC
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CA | 1.1 |
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Redwood Investments LLC
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MA | 1.1 |
|
TBFM LLP
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ID | 1.1 |
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Chequers Financial Management LLC
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CA | 1.1 |