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Atalanta/Sosnoff Management Corporation (New York)


Atalanta/Sosnoff Management Corporation is a large advisory firm based in New York. It manages $1.08 billion of regulatory assets for 529 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Atalanta/Sosnoff Management Corporation provides portfolio management for individuals and small businesses 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 Management Corporation: assets under management

The assets under management (AUM) of Atalanta/Sosnoff Management Corporation is $1.08 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.08 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.04 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Atalanta/Sosnoff Management Corporation for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Atalanta/Sosnoff Management Corporation performs its advisory services is located at 101 Park Avenue, 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 to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.atalantasosnoff.com.


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