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Building 2ATLANTA CAPITAL

Map pinATLANTA, GA
Phone404-876-9411
NotebookSEC #801-60673
Total AUM
$28.6B
Employees
35
Clients
9,280

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1075 PEACHTREE STREET NE
SUITE 2100
ATLANTA
GA 30309-3912
United States
Operating Hours
9:00 AM TO 5:00 TO PM
Monday - Friday
Phone
404-876-9411

ReceiptFinancials

Total AUM
$28.6B
Accounts
9,277
Discretionary
$28.6B
Accounts
9,277
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
22
AUM
$289.9M
Banking Clients
1
AUM
$0
Investment Company Clients
5
AUM
$17.6B
Pooled Vehicle Clients
1
AUM
$1.1B
Pension/Profit Sharing Plan Clients
32
AUM
$2.1B
Charitable Organization Clients
8
AUM
$218.7M
Government Entity Clients
42
AUM
$3.5B
Investment Advisor Clients
1
AUM
$16.7M
Insurance Company Clients
1
AUM
$11M
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
7
AUM
$385M
Other Clients
9,158
AUM
$3.3B
Description of Other Clients
WRAP FEE PROGRAM CLIENTS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 28 business affiliates.
Claimed Affiliates
Reported as an affiliate by 23 other businesses.

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