Atla Capital Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Atla Capital Management offers investment management to a private fund and separately managed accounts for institutional clients. Atla also provides consulting services to institutional clients, including research, analysis, and recommendations. Investment strategies are tailored to client needs and objectives. Atla does not offer wrap fee programs.

Assets Under Management$42M
Clients1
Advisors1
Avg. per Client$42M
Avg. per Advisor$42M

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

1 Advisors at this firm

Atla Capital Management LLC | TrueAdvisor