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ATLAS ASSET MANAGEMENT LLC
CRD 173561File 801-119872
APPROVED
Retail clients
Custody
Filing as of Dec 18, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$700.6M
Above cohort median (national)
Discretionary AUM
$393.0M
Non-discretionary $307.7M
Clients
19
19 accounts
Employees
3
Above cohort median in PR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 27, 2020
- Principal office
- BUCHANAN OFFICE CENTER 40 CARR 165, SUITE 201, GUAYNABO, PR, 00968-8022
- Phone
- 787 781-1301
- Website
- HTTP://WWW.ATLASAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $700.6M
- Discretionary AUM
- $393.0M
- Non-discretionary AUM
- $307.7M
- Discretionary accounts
- 12
- Non-discretionary accounts
- 7
- Total accounts
- 19
- AUM per client
- $36.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $299.2M |
| Investment companies | 6 | $387.6M |
| High net worth individuals | Fewer than 5 | $13.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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 |
|---|---|---|---|---|
| Jan 1, 2026 | Clients | 13 | 19 | increased by6 |
| Jan 1, 2026 | AUM | $333,982,565 | $700,609,861 | increased by$366,627,296 |
| Jan 1, 2026 | Accounts | 13 | 19 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 13 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $255,114,987 | $333,982,565 | increased by$78,867,578 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 13 | increased by7 |
| Jan 1, 2022 | Clients | 3 | 6 | increased by3 |
| Jan 1, 2022 | AUM | $153,955,976 | $255,114,987 | increased by$101,159,011 |
| Jan 1, 2022 | Accounts | 3 | 6 | increased by3 |
| Aug 1, 2021 | Clients | 1 | 3 | increased by2 |
| Aug 1, 2021 | AUM | $56,421,624 | $153,955,976 | increased by$97,534,352 |
| Aug 1, 2021 | Accounts | 2 | 3 | increased 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 “ATLAS ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATLAS ASSET” 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.