ATLANTIC CAPITAL STRATEGIES, INC.
Adviser information for ATLANTIC CAPITAL STRATEGIES, INC. last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Massachusetts, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 17 | $2.6B |
Non-Discretionary | 0 | $0 |
Total | 17 | $2.6B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 15 | $2.6B |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 2 | $4.2M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-69289 |
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SEC ERA File Number | 801-69289 |
SEC CIK Numbers | None |
SEC CRD Numbers | 146725 |
Legal Entity Identifier | None |
Principal Office
8 BIRCHWOOD DRIVEBEDFORD
MA
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 781-276-4966, Fax: None
Websites
Chief Compliance Officer
ROBERT B SEGAL
CEO
8 BIRCHWOOD DRIVE
BEDFORD
MA
United States
Tel:
781-276-4966
B**@****************************M
(Full email address available in API data)
Regulatory Contact
ROBERT B SEGAL
CEO
8 BIRCHWOOD DRIVE
BEDFORD
MA
United States
Tel:
781-276-4966
B**@****************************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SEGAL, ROBERT, BACON | Individual | – | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | 03/2008 | > 75% |