Atlas One Capital Management, LLC (Miami)


Atlas One Capital Management, LLC is an adviser based in Miami. It manages $2.07 million of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Florida.

Atlas One Capital Management provides portfolio management for pooled investment vehicles and manager to investment funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Atlas One Capital Management: assets under management

The assets under management (AUM) of Atlas One Capital Management, LLC is $2.07 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.35 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Atlas One Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Atlas One Holdings Llc Member 1 Jan 2007 75% - 100% 20-8261328

Based in Miami

The principal office where Atlas One Capital Management, LLC performs its advisory services is located at 200 South Biscayne Boulevard, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-960-9991 or by fax 305-960-4895. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.atlasonecapital.com.