Atalanta Sosnoff Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $5.0B in regulatory assets under management, 37 employees, 3 offices, and 186 accounts.
Assets Under Management
$5.0B
Employees
37
Offices
3 offices
Total Clients
186
Primary office
NEW YORK, NY
505 FIFTH AVENUE, 17TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 69.4% of total clients.
Top client categories% of clientsClients
1
Pension Plans
69.4%
129
2
Corporations
25.3%
47
3
Charitable
2.7%
5
4
Government
2.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.0Bas of March 31, 2026
Discretionary100.0%
$5.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.0B
Total Accounts186
10Y AUM Change+$2.4B (+95.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees37
Clients per Employee5:1
10Y Employee Change-5 (-11.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.