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Atalanta Sosnoff Capital Corp Delaware (New York)


Atalanta Sosnoff Capital Corp Delaware is a large advisory firm based in New York. It manages $1.46 billion of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Hawaii, New Jersey, and 3 other states.

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Atalanta Sosnoff Capital Corp Delaware provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Atalanta Sosnoff Capital Corp Delaware: assets under management

The assets under management (AUM) of Atalanta Sosnoff Capital Corp Delaware is $1.46 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.46 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.22 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Atalanta Sosnoff Capital Corp Delaware for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Atalanta Sosnoff Capital Corp Delaware performs its advisory services is located at 101 Park Ave, New York, NY 10178, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-867-5000 or by fax 212-922-1820. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.atalantasosnoff.com.


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