Overview
Assets Under Management: $126 million
Headquarters: HOLLISTON, MA
High-Net-Worth Clients: 42
Average Client Assets: $1.8 million
Frequently Asked Questions
ATLANTIC CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128361), ATLANTIC CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
ATLANTIC CAPITAL MANAGEMENT, INC. is headquartered in HOLLISTON, MA.
ATLANTIC CAPITAL MANAGEMENT, INC. serves 42 high-net-worth clients according to their SEC filing dated March 02, 2018. View client details ↓
According to their SEC Form ADV, ATLANTIC CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
ATLANTIC CAPITAL MANAGEMENT, INC. manages $126 million in client assets according to their SEC filing dated March 02, 2018.
According to their SEC Form ADV, ATLANTIC CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.52%
Average Client Assets: $1.8 million
Total Client Accounts: 506
Discretionary Accounts: 471
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 128361
Filing ID: 1174307
Last Filing Date: 2018-03-02 07:19:00