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ATALANTA SOSNOFF CAPITAL, LLC
CRD 104880File 801-16739
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.98B
Top 25% of cohort (national)
Discretionary AUM
$4.98B
Clients
186
186 accounts
Employees
37
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 20, 1982
- Principal office
- 505 FIFTH AVENUE, 17TH FLOOR, NEW YORK, NY, 10017
- Phone
- 212-867-5000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.98B
- Discretionary AUM
- $4.98B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 186
- Non-discretionary accounts
- 0
- Total accounts
- 186
- AUM per client
- $26.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 47 | $186.2M |
| Charitable organizations | 5 | $154.1M |
| Pension and profit sharing plans | 129 | $4.56B |
| State or municipal government entities | 5 | $73.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 195 | 186 | decreased by9 |
| Apr 1, 2026 | AUM | $4,496,850,000 | $4,978,616,000 | increased by$481,766,000 |
| Apr 1, 2026 | Accounts | 195 | 186 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 39 | 37 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 200 | 195 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,719,851,000 | $4,496,850,000 | decreased by$223,001,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 200 | 195 | decreased by5 |
| Apr 1, 2022 | Employees | 37 | 39 | increased by2 |
| Apr 1, 2022 | Clients | 178 | 200 | increased by22 |
| Apr 1, 2022 | AUM | $4,338,687,000 | $4,719,851,000 | increased by$381,164,000 |
| Apr 1, 2022 | Accounts | 178 | 200 | increased by22 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ATALANTA SOSNOFF” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATALANTA SOSNOFF” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.