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ATALANTA SOSNOFF MANAGEMENT, LLC
CRD 11085File 801-22856
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.91B
Top 25% of cohort (national)
Discretionary AUM
$3.91B
Clients
172
597 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
- Nov 28, 1984
- Principal office
- 505 FIFTH AVENUE, 17TH FLOOR, NEW YORK, NY, 10017
- Phone
- (212) 867-5000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.91B
- Discretionary AUM
- $3.91B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 597
- Non-discretionary accounts
- 0
- Total accounts
- 597
- AUM per client
- $22.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $11.8M |
| Charitable organizations | Fewer than 5 | $119.2M |
| High net worth individuals | 87 | $253.0M |
| Individuals (other than high net worth individuals) | 78 | $36.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 597 | 172 | decreased by425 |
| Apr 1, 2026 | Clients | 592 | 597 | increased by5 |
| Apr 1, 2026 | AUM | $3,498,041,000 | $3,913,898,000 | increased by$415,857,000 |
| Apr 1, 2026 | Accounts | 592 | 597 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 39 | 37 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 546 | 592 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,408,714,000 | $3,498,041,000 | increased by$89,327,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 546 | 592 | increased by46 |
| Apr 1, 2022 | Employees | 37 | 39 | increased by2 |
| Apr 1, 2022 | Clients | 551 | 546 | decreased by5 |
| Apr 1, 2022 | AUM | $2,902,808,000 | $3,408,714,000 | increased by$505,906,000 |
| Apr 1, 2022 | Accounts | 551 | 546 | decreased by5 |
| 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.