Atlanta Capital Management Company, L.L.C. is a large advisory firm based in Atlanta. It manages $19.22 billion of regulatory assets for 2,714 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 47 other states.
Atlanta Capital Management Company, L.L.C provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Atlanta Capital Management Company, L.L.C. is $19.22 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 217% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Atlanta Capital Management Company, L.L.C. for their services and products based on a percentage of assets under management 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.
The firm provides services to insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Atlanta Capital Management Company, L.L.C is investment companies with 4 clients and $13.15 billion of assets under management. Among the 12 most similar advisory firms, Atlanta Capital Management Company, L.L.C has the 3rd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $19.13 billion for 2,707 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Atlanta Capital Management Company, L.L.C also advises several private funds.
The company employs 40 people that are either part- or full-time employees. 30 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Atlanta Capital Management Company, L.L.C. performs its advisory services is located at 1075 Peachtree Street Ne, Atlanta, GA 30309 3912, 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 404-876-9411 or by fax 404-872-1672. The normal business hours are 9:00 am to 5:00 to pm on Monday - Friday. You can find more information about the New York firm at atlcap.com and its LinkedIn profile.