PPrivate Fund Data Log in Join · $37/mo

Atlas Asset Management LLC

● SEC registered since 2020CRD 173561SEC# 801-119872Guaynabo, PR
Export (members)
Reg. AUM
$334M
Employees
3
Accounts
13
Location
Guaynabo, PR

Atlas Asset Management LLC assets under management

Atlas Asset Management LLC is an investment advisory firm registered with the SEC based in Guaynabo, PR. The firm has been registered since 2020. It reports $334 million in regulatory assets under management and employs 3 people.
www.atlasam.comView on SEC.gov ↗

Atlas Asset Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Ana Rosa Suarez Pesante ControlChief Compliance OfficerUnder 5%2021
Jaime Pandal FernandezVice President10-25%2014
Paul X Hopgood Morales ControlPresidentOver 75%2014

Frequently asked questions

How much does Atlas Asset Management LLC manage?

Atlas Asset Management LLC reports $334 million in regulatory assets under management on its Form ADV.

How many employees does Atlas Asset Management LLC have?

Atlas Asset Management LLC reports 3 employees.

Where is Atlas Asset Management LLC located?

Atlas Asset Management LLC is based in Guaynabo, PR and has been SEC-registered since 2020.

Does Atlas Asset Management LLC disclose fund performance?

Atlas Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressBuchanan Office Center 40 Carr 165, Suite 201, Guaynabo, PR 00968-8022
Phone787 781-1301
Office hours8:00 - 6:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$87.5M
Non-discretionary$246.5M
Total (RAUM)$334M