GUAYNABO, PRCRD 173561Latest ADV December 18, 2025
Atlas Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Guaynabo, PR. Its latest Form ADV filing, dated December 18, 2025, reports $701M in regulatory assets under management, 3 employees, and 19 accounts.
Assets Under Management
$701M
Employees
3
Offices
--
Total Clients
19
Primary office
GUAYNABO, PR
BUCHANAN OFFICE CENTER 40 CARR 165, SUITE 201, GUAYNABO, PR, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentCorporations represent 63.2% of total clients.
Top client categories% of clientsClients
1
Corporations
63.2%
12
2
Investment Cos.
31.6%
6
3
HNWI
5.3%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$701Mas of December 18, 2025
Discretionary56.1%
$393M
56% of total RAUM56.1%
Non-discretionary43.9%
$308M
44% of total RAUM43.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$701M
Total Accounts19
10Y AUM Change+$644M (+1141.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee6:1
10Y Employee Change0 (0.0%)
* 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.