{
  "crd_number": 11085,
  "slug": "atalanta-sosnoff-management-llc-new-york-ny-11085",
  "primary_business_name": "ATALANTA SOSNOFF MANAGEMENT, LLC",
  "legal_name": "ATALANTA SOSNOFF MANAGEMENT, 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": "1984-11-28",
  "years_registered": 41,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 3913898000.0,
  "raum_discretionary": 3913898000.0,
  "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": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 3493959000.0,
      "count": 425,
      "description": "WRAP AND UMA PROGRAMS"
    },
    "charitable": {
      "raum": 119202000.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 36014000.0,
      "count": 78
    },
    "high_net_worth_individuals": {
      "raum": 252968000.0,
      "count": 87
    },
    "corporations_other_businesses": {
      "raum": 11755000.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "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/11085",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/atalanta-sosnoff-management-llc-new-york-ny-11085",
  "display_name": "Atalanta Sosnoff Management, LLC",
  "summary": "Atalanta Sosnoff Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 1984, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Atalanta Sosnoff Management, LLC (CRD 11085): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Atalanta Sosnoff Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Atalanta Sosnoff Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Atalanta Sosnoff Management, LLC's brochure say about its fees?",
      "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 Management, LLC located?",
      "a": "Atalanta Sosnoff Management, LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Atalanta Sosnoff Management, LLC registered with the SEC or a state?",
      "a": "Atalanta Sosnoff Management, LLC is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 11085."
    },
    {
      "q": "How much does Atalanta Sosnoff Management, LLC manage?",
      "a": "Atalanta Sosnoff Management, LLC reports $3,913,898,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Atalanta Sosnoff Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Atalanta Sosnoff Management, LLC: Regulatory assets under management: $2,902,808,000 in the October 2021 data and $3,913,898,000 in the October 2026 data, up 35%. 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 Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (425); high net worth individuals (87); individuals (other than high net worth individuals) (78)."
    },
    {
      "q": "Which custodians does Atalanta Sosnoff Management, LLC use?",
      "a": "Atalanta Sosnoff Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley and UBS Securities LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Atalanta Sosnoff Management, 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/11085"
    },
    {
      "q": "What changed in Atalanta Sosnoff Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $3,498,041,000 to $3,913,898,000 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2902808000.0,
      "total_employees": 37,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3408714000.0,
      "total_employees": 39,
      "filing_date": "2022-09-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2465012000.0,
      "total_employees": 39,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2855965000.0,
      "total_employees": 39,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3498041000.0,
      "total_employees": 37,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3913898000.0,
      "total_employees": 37,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 8.",
        "Regulatory assets under management went from $3,498,041,000 to $3,913,898,000 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.2% to 1% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "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."
        ]
      }
    ],
    "quotes": [
      "Fees generally range from 0.2 to 1% of assets under management, however, fees are individually negotiated with each managed account client."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    },
    {
      "name": "UBS Securities LLC",
      "name_as_filed": "UBS SECURITIES LLC",
      "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-management-llc-new-york-ny-11085.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 78,
      "fewer_than_5": false,
      "raum": 36014000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 87,
      "fewer_than_5": false,
      "raum": 252968000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 119202000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 11755000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 425,
      "fewer_than_5": false,
      "raum": 3493959000.0
    }
  ],
  "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/11085",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}