{
  "crd_number": 104880,
  "slug": "atalanta-sosnoff-capital-llc-new-york-ny-104880",
  "primary_business_name": "ATALANTA SOSNOFF CAPITAL, LLC",
  "legal_name": "ATALANTA SOSNOFF CAPITAL, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1982-01-20",
  "years_registered": 44,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 4978616000.0,
  "raum_discretionary": 4978616000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 37,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 154138000.0,
      "count": 5
    },
    "state_municipal": {
      "raum": 73461000.0,
      "count": 5
    },
    "pension_profit_sharing": {
      "raum": 4564851000.0,
      "count": 129
    },
    "corporations_other_businesses": {
      "raum": 186166000.0,
      "count": 47
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://atalantasosnoff.com",
    "https://linkedin.com/COMPANY/ATALANTASOSNOFF-CAPITAL-LLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104880",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/atalanta-sosnoff-capital-llc-new-york-ny-104880",
  "display_name": "Atalanta Sosnoff Capital, LLC",
  "summary": "Atalanta Sosnoff Capital, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 1982, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Atalanta Sosnoff Capital, LLC (CRD 104880): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Atalanta Sosnoff Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Atalanta Sosnoff Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Atalanta Sosnoff Capital, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.2% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Atalanta Sosnoff Capital, LLC located?",
      "a": "Atalanta Sosnoff Capital, LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Atalanta Sosnoff Capital, LLC registered with the SEC or a state?",
      "a": "Atalanta Sosnoff Capital, LLC is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 104880."
    },
    {
      "q": "How much does Atalanta Sosnoff Capital, LLC manage?",
      "a": "Atalanta Sosnoff Capital, LLC reports $4,978,616,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Atalanta Sosnoff Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Atalanta Sosnoff Capital, LLC: Regulatory assets under management: $4,338,687,000 in the October 2021 data and $4,978,616,000 in the October 2026 data, up 15%. Total employees: 37 in October 2021 and 37 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Atalanta Sosnoff Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (129); corporations or other businesses not listed above (47); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Atalanta Sosnoff Capital, LLC use?",
      "a": "Atalanta Sosnoff Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Amalgamated Bank, BNY Mellon Capital Markets, LLC, Comerica Securities, J.P. Morgan Securities LLC and PNC Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Atalanta Sosnoff Capital, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104880"
    },
    {
      "q": "Does Atalanta Sosnoff Capital, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Clients are generally subject to a minimum account size of $500,000.\""
    },
    {
      "q": "What changed in Atalanta Sosnoff Capital, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $4,496,850,000 to $4,978,616,000 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 4338687000.0,
      "total_employees": 37,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4719851000.0,
      "total_employees": 39,
      "filing_date": "2022-09-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3850891000.0,
      "total_employees": 39,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4211942000.0,
      "total_employees": 39,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4496850000.0,
      "total_employees": 37,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4978616000.0,
      "total_employees": 37,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $4,496,850,000 to $4,978,616,000 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.2% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.2% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Fees generally range from 0.2 to 1% of assets under management, however, fees are individually negotiated with each managed account client ."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "Clients are generally subject to a minimum account size of $500,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.2,
        1.0
      ],
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Fees generally range from 0.2 to 1% of assets under management, however, fees are individually negotiated with each managed account client .",
      "Clients are generally subject to a minimum account size of $500,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Amalgamated Bank",
      "name_as_filed": "AMALGAMATED BANK",
      "affiliated": false
    },
    {
      "name": "BNY Mellon Capital Markets, LLC",
      "name_as_filed": "BNY MELLON CAPITAL MARKETS, LLC",
      "affiliated": false
    },
    {
      "name": "Comerica Securities",
      "name_as_filed": "COMERICA SECURITIES",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "PNC Bank",
      "name_as_filed": "PNC BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/atalanta-sosnoff-capital-llc-new-york-ny-104880.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 129,
      "fewer_than_5": false,
      "raum": 4564851000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 154138000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 73461000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 47,
      "fewer_than_5": false,
      "raum": 186166000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104880",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}