ZA
CFA
ZA
CFA

Zafer Atlas

3 Years of Experience
New York, NY

Zafer Atlas is a CFA-designated registered investment advisor at Sanity Capital Management LLC, based in New York, NY, with 3 years of industry experience. Zafer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $12M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$875K average
Assets Under Management
$12.2M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable based on account size, service requirements, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

New York, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Zafer is a Senior Advisor on the Advisory Board for House Studios, LLC, a social impact-driven entertainment and e-commerce company, since January 2022. He dedicates minimal time to this role, primarily making business introductions and providing strategic advice.

Employment History
Current Registrations
Sanity Capital Management LLC
July 2022 - Present · 3 yrs 10 mos
State Registrations3 states
CAMDNY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.