JH
JH

John Haskell

4 Years of Experience
New York, NY

John Haskell is a registered investment advisor at Atla Capital Management LLC, based in New York, NY, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$41.7M average
Assets Under Management
$41.7M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Atla Capital Management provides investment management services to a private fund and separately managed accounts.

For the private fund, Atla charges an annual management fee of 1.5% of the value of each investor's capital account, calculated and paid quarterly in advance. An affiliate also receives a performance-based profit allocation.

For separately managed accounts, advisory fees are individually negotiated and can be a percentage of assets under management, a fixed fee, a performance-based fee, or a negotiated fee.

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Location

3 Columbus Circle, 15th Floor, New York, NY, 10019

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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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Employment History
Current Registrations
Atla Capital Management LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Atla Capital Management LLC
April 2021 - December 2022 · 1 yr 8 mos
State Registrations1 state
NY
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.