Atalanta Sosnoff Management, 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 $3.9B in regulatory assets under management, 37 employees, 3 offices, and 597 accounts.
Assets Under Management
$3.9B
Employees
37
Offices
3 offices
Total Clients
597
Primary office
NEW YORK, NY
505 FIFTH AVENUE, 17TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentWRAP AND UMA PROGRAMS represent 71.2% of total clients.
Top client categories% of clientsClients
1
WRAP AND UMA PROGRAMS
71.2%
425
2
HNWI
14.6%
87
3
Individuals
13.1%
78
4
Charitable
0.7%
4
5
Corporations
0.5%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.9Bas of March 31, 2026
Discretionary100.0%
$3.9B
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$3.9B
Total Accounts597
10Y AUM Change+$1.4B (+52.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees37
Clients per Employee16:1
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.