AdvisorCensus / Financial advisors / New York / New York / Atika Capital Management, LLC
Atika Capital Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is Atika Capital Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Atika Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does Atika Capital Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 1.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Atika Capital Management, LLC located?
Atika Capital Management, LLC's principal office is in New York, NY, according to its Form ADV.
Is Atika Capital Management, LLC registered with the SEC or a state?
Atika Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 167227.
How much does Atika Capital Management, LLC manage?
Atika Capital Management, LLC reports $887,333,520 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).
How have Atika Capital Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Atika Capital Management, LLC: Regulatory assets under management: $1,397,186,991 in the October 2021 data and $887,333,520 in the October 2026 data, down 36%. Total employees: 11 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Atika Capital Management, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).
Does Atika Capital Management, LLC report any disciplinary disclosures?
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/167227
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1.5% to 2% a year (a range, as the brochure states it)
The brochure's wording
The Firm generally charges an annual Management Fee which ranges from 1.5% - 2% depending upon each particular investor class.
As stated in the firm's Form ADV Part 2A brochure dated March 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$887,333,520 as of October 2026, filing dated March 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 9. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $887,333,520 | 9 | March 26, 2026 |
| October 2025 | $933,795,957 | 8 | March 27, 2025 |
| October 2024 | $840,838,513 | 9 | March 25, 2024 |
| October 2023 | $989,321,678 | 11 | March 21, 2023 |
| October 2022 | $1,497,705,974 | 9 | March 28, 2022 |
| October 2021 | $1,397,186,991 | 11 | March 16, 2021 |
Regulatory assets under management: $1,397,186,991 in the October 2021 data and $887,333,520 in the October 2026 data, down 36%.
Total employees: 11 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Atika Capital Management, LLC (CRD 167227): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/atika-capital-management-llc-new-york-ny-167227