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ATALANTA SOSNOFF MANAGEMENT, LLC
CRD 11085File 801-22856
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 597 | 172 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.