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Atlas Capital Advisors Inc.

● SEC registered since 2006CRD 127036SEC# 801-66544San Francisco, CA
Export (members)
Reg. AUM
$1.05B
Employees
10
Accounts
481
Location
San Francisco, CA

Atlas Capital Advisors Inc. assets under management

Atlas Capital Advisors Inc. is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2006. It reports $1.1 billion in regulatory assets under management and employs 10 people.
www.linkedin.com/company/atlas-capital-advisorsView on SEC.gov ↗

Atlas Capital Advisors Inc. owners & executives

5 reported
NameTitleOwnershipSince
Albert Joseph GutierrezShareholder, Pm & Cco10-25%2011
Jonathan Evan Tunney ControlManaging Shareholder, Pm & Cto50-75%2006
Kenneth John FrierShareholder - Chief Investment OfficerUnder 5%2021
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Frequently asked questions

How much does Atlas Capital Advisors Inc. manage?

Atlas Capital Advisors Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Atlas Capital Advisors Inc. have?

Atlas Capital Advisors Inc. reports 10 employees.

Where is Atlas Capital Advisors Inc. located?

Atlas Capital Advisors Inc. is based in San Francisco, CA and has been SEC-registered since 2006.

Does Atlas Capital Advisors Inc. disclose fund performance?

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

Contact & registration

Address38 Keyes Ave Suite 200, San Francisco, CA 94129
Phone415-354-2400
Fax415-354-2400
Office hours9a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1434165
Discloses disciplinary historyNo

Assets under management

Discretionary$944.6M
Non-discretionary$109.5M
Total (RAUM)$1.05B