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ATLANTIC CAPITAL STRATEGIES, INC.
CRD 146725File 801-69289
APPROVED
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.57B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.57B
Clients
15
15 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 12, 2008
- Principal office
- Not reported
- Phone
- 781-276-4966
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.57B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $2.57B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 15
- Total accounts
- 15
- AUM per client
- $171.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $5.4M |
| Banking or thrift institutions | 13 | $2.56B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for 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 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.