Atalanta Sosnoff Capital, LLC
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
About This Firm
Atalanta Sosnoff Capital, LLC (ASC) offers discretionary investment advisory services, managing equity, balanced, and fixed income portfolios for individuals, trusts, tax-exempt funds, charitable organizations, government entities, and corporations. Investment decisions are made by ASC’s Investment Committee and Fixed Income Committee based on client financial goals.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Investment advisory fees are calculated as a percentage of assets under management, generally quarterly in arrears. The standard fees are 1.00% up to $20,000,000, 0.50% on the next $30,000,000, 0.30% on the next $50,000,000 and 0.25% over $100,000,000. The investment advisory fee for separately managed accounts ranges from 0.20% to 1.00% per annum. Minimum account size is $100,000 for an individual account and $500,000 for an institutional account, but may be waived.
Areas of Practice
Location
505 Fifth Avenue, 17th Floor, New York, NY, 10017