Asset manager · New York, NY
Atalanta Sosnoff Management, LLC
SEC-registered investment adviser · CRD 11085 · SEC 801-22856
At a glance
Atalanta Sosnoff Management, LLC is an SEC-registered investment adviser based in New York, New York, with $3.9 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is other, and it reports 165 individual clients. By Form ADV it is a asset manager, ranked 783rd of 3,218 asset managers and 2,440th of 17,210 SEC-registered advisers by assets.
Main office 212-867-5000atalantasosnoff.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.9B
- Rank among asset managers
- #783 of 3,218
- Rank among all SEC RIAs
- #2,440 of 17,210
- Rank in New York
- #616 of 2,591
- Individual clients
- 165
- High-net-worth clients
- 87
- Accounts
- 597
- Discretionary
- 100% of AUM
- Employees
- 37
- Advisory staff
- 8
- Offices
- 4
Owners and executives on its Form ADV
- Craig B SteinbergMember, President, Chief Investment Officer, Portfolio Manager
- Robert F. RulandMember, Director of Research, Portfolio Manager, Co-Cio of Equities
- Matthew W. WardPortfolio Manager, Co-Cio of Equities, Member
- Michael R. KuchlerChief Compliance Officer/ Chief Operating Officer/ Chief Financial Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Evercore Group L.L.C..
- Evercore Group L.L.C. ↗CRD 42405
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 425 | $3.5B | 89% |
| High-net-worth individuals | 87 | $253M | 6% |
| Charitable organizations | 4 | $119M | 3% |
| Individuals | 78 | $36M | <1% |
| Corporations or other businesses | 3 | $12M | <1% |
Disciplinary disclosures
Atalanta Sosnoff Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗atalantasosnoff.com ↗
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The full record on Atalanta Sosnoff Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 750 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Atalanta Sosnoff Management, LLC manage?
Atalanta Sosnoff Management, LLC reports $3.9 billion in regulatory assets under management across 597 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Atalanta Sosnoff Management, LLC?
Atalanta Sosnoff Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are Atalanta Sosnoff Management, LLC’s clients?
By assets, its largest client types are other ($3.5 billion, 425 clients); high-net-worth individuals ($253 million, 87 clients); charitable organizations ($119 million, 4 clients).
Does Atalanta Sosnoff Management, LLC have any disciplinary history?
Atalanta Sosnoff Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Atalanta Sosnoff Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →