Assets Under Management
$4.5B
Number of Clients
195
Number of Advisors
5
Average Client AUM
$23.1M
AUM per Advisor
$899.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Atalanta Sosnoff Capital, LLC (ASC) offers discretionary investment advisory services to separately managed accounts, including individuals, trusts, and organizations. Investment decisions are made by ASC's Investment Committee and Fixed Income Committee based on client financial goals and objectives. ASC may recommend third-party investment advisors and acts as a sub-advisor to Atalanta Sosnoff Management, LLC (ASM).
| Assets Under Management | Annual Fee |
|---|---|
| Up to $20.0M | 1.00% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees may vary depending on the size of the account and/or relationship, type of product and type of account.
505 Fifth Avenue, 17th Floor, New York, NY, 10017