Atlantic Capital Strategies, Inc.
● SEC registered since 2008CRD 146725SEC# 801-69289
Reg. AUM
$2.57B
Employees
2
Accounts
15
Location
—
About Atlantic Capital Strategies
Atlantic Capital Strategies provides comprehensive investment advisory services with an integrated discipline across market, financial, and regulatory conditions. The firm emphasizes responsive engagement and planning tailored to each client’s needs.
Summary based on the firm’s website.
Atlantic Capital Strategies, Inc. assets under management
Atlantic Capital Strategies, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2008. It reports $2.6 billion in regulatory assets under management and employs 2 people.
Atlantic Capital Strategies, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Bacon Segal Control | Chief Executive Officer / Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Atlantic Capital Strategies, Inc. manage?
Atlantic Capital Strategies, Inc. reports $2.6 billion in regulatory assets under management on its Form ADV.
How many employees does Atlantic Capital Strategies, Inc. have?
Atlantic Capital Strategies, Inc. reports 2 employees.
Does Atlantic Capital Strategies, Inc. disclose fund performance?
Atlantic Capital Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 781-276-4966 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.57B▲ 3%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$2.57Bregulatory AUM
Discretionary $0Non-discretionary $2.57B