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ATLANTIC CAPITAL STRATEGIES, INC.
CRD 146725File 801-69289
APPROVED
Filing as of Mar 6, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 17 | 15 | decreased by2 |
| Apr 1, 2026 | AUM | $2,487,459,000 | $2,567,743,000 | increased by$80,284,000 |
| Apr 1, 2026 | Accounts | 17 | 15 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 18 | 17 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,297,405,000 | $2,487,459,000 | decreased by$809,946,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 18 | 17 | decreased by1 |
| Mar 1, 2022 | Clients | 19 | 18 | decreased by1 |
| Mar 1, 2022 | AUM | $2,740,731,000 | $3,297,405,000 | increased by$556,674,000 |
| Mar 1, 2022 | Accounts | 19 | 18 | decreased by1 |
| 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 “ATLANTIC CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATLANTIC CAPITAL” 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.