Investment adviser · CRD 153939
ATRATO ADVISORS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 19, 2021
- Regulatory AUM
- $960M Form ADV · Item 5.F
- Client accounts
- 19 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 9 | $835,000,000 | 87.0% |
| Charities | Fewer than 5 | $80,000,000 | 8.3% |
| High-net-worth individuals | Fewer than 5 | $45,000,000 | 4.7% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Corporations & businesses | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1513074 · Mar 19, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 19, 2021. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Fixed
Principal office
805 THIRD AVENUE, 11TH FLOORNEW YORK, NY, 10022, United States
CRD 153939
Filing source
Form ADV 1513074 · Mar 19, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.