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Atla Capital Management LLC

New York, NYSEC-registered investment adviserCRD 312501

Filed as ATLA CAPITAL MANAGEMENT LLC

Atla Capital Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.

3 years
registered since 2023
$91,064,638
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Atla Capital Management LLC compensated?

On its Form ADV (Item 5.E, October 2026), Atla Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

Where is Atla Capital Management LLC located?

Atla Capital Management LLC's principal office is in New York, NY, according to its Form ADV.

Is Atla Capital Management LLC registered with the SEC or a state?

Atla Capital Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 312501.

How much does Atla Capital Management LLC manage?

Atla Capital Management LLC reports $91,064,638 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary).

How have Atla Capital Management LLC's assets and staff changed since 2023?

In the Form ADV data for Atla Capital Management LLC: Regulatory assets under management: $27,912,904 in the October 2023 data and $91,064,638 in the October 2026 data, up 226%. Total employees: 2 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Atla 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) (1).

Does Atla 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/312501

What changed in Atla Capital Management LLC's recent Form ADV filings?

In the August 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $60,813,464 to $91,064,638 (+50%).

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
  • Fixed fees (other than subscription fees)
  • 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 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated July 20, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$91,064,638

$91,064,638 as of October 2026, filing dated July 20, 2026.

Discretionary: $91,064,638.Non-discretionary: $0.

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.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 1 Assets $91,064,638 (100%)

A 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)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2023 (3 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
NY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
$27.9M 2023 $34.3M 2024 $41.7M 2025 $91.1M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$91,064,6381July 20, 2026
October 2025$41,669,6202March 26, 2025
October 2024$34,311,8372March 26, 2024
October 2023$27,912,9042June 30, 2023

Regulatory assets under management: $27,912,904 in the October 2023 data and $91,064,638 in the October 2026 data, up 226%.

Total employees: 2 in October 2023 and 1 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 months
  1. August 2026
    • Employees performing advisory functions went from 2 to 1.
    • Regulatory assets under management went from $60,813,464 to $91,064,638 (+50%).
  2. April 2026
    • Regulatory assets under management went from $41,669,620 to $60,813,464 (+46%).

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.I
atlacap.com

Source: 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. Atla Capital Management LLC (CRD 312501): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/atla-capital-management-llc-new-york-ny-312501