Atlas Capital Advisors is an investment advisor in San Francisco with $784.20 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-66544
FINRA CRD number
127036
AUM ?
$784.20 mm
(as of 18 May 23)
Accounts
413
(as of 18 May 23)
Employees
10
(6 investment advisory or research)
Address
Atlas Capital Advisors
38 KEYES AVE
SUITE 200
SAN FRANCISCO
CA 94129
38 KEYES AVE
SUITE 200
SAN FRANCISCO
CA 94129
Office hours
Monday - Friday, 9AM-5PM
Phone
415-354-2400
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Tunney, Jonathan, Evan | Managing Partner, PM & CTO | 01/2006 | 50-75% |
Gutierrez, Albert, Joseph | Partner, PM & CCO | 01/2011 | 10-25% |
Bodnyk, Michael, Jonathan | Partner | 12/2017 | < 5% |
Roth, Marc, Allen | Partner | 04/2019 | < 5% |
Krebs, Daniel | Partner | 10/2019 | < 5% |
Frier, Kenneth, John | Partner - Chief Investment Officer | 05/2021 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
16 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22