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Atlantic Capital Strategies, Inc.

● SEC registered since 2008CRD 146725SEC# 801-69289
Export (members)
Reg. AUM
$2.49B
Employees
2
Accounts
17
Location
—

Atlantic Capital Strategies, Inc. assets under management

Atlantic Capital Strategies, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2008. It reports $2.5 billion in regulatory assets under management and employs 2 people.
www.atlanticcapitalstrategies.comView on SEC.gov ↗

Atlantic Capital Strategies, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Robert Bacon Segal ControlChief Executive Officer / Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Atlantic Capital Strategies, Inc. manage?

Atlantic Capital Strategies, Inc. reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Atlantic Capital Strategies, Inc. have?

Atlantic Capital Strategies, Inc. reports 2 employees.

Does Atlantic Capital Strategies, Inc. disclose fund performance?

Atlantic Capital Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone781-276-4966
Office hours8:30 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$2.49B
Total (RAUM)$2.49B