← Directory
ATLAS ASSET MANAGEMENT LLC
CRD 173561File 801-119872
APPROVED
Retail clients
Custody
Filing as of Dec 18, 2025
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.