{
  "crd_number": 146725,
  "slug": "atlantic-capital-strategies-inc-146725",
  "primary_business_name": "ATLANTIC CAPITAL STRATEGIES, INC.",
  "legal_name": "ATLANTIC CAPITAL STRATEGIES, INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-06-12",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-06",
  "carried_forward": false,
  "raum_total": 2567743000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 2567743000.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 5374000.0,
      "count": 2
    },
    "banking_thrift": {
      "raum": 2562369000.0,
      "count": 13
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://atlanticcapitalstrategies.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146725",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/atlantic-capital-strategies-inc-146725",
  "display_name": "Atlantic Capital Strategies, Inc.",
  "summary": "Atlantic Capital Strategies, Inc. is an SEC-registered investment advisory firm, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 6, 2026.",
  "citation": "AdvisorCensus. Atlantic Capital Strategies, Inc. (CRD 146725): 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 businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Atlantic Capital Strategies, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Atlantic Capital Strategies, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Atlantic Capital Strategies, Inc. registered with the SEC or a state?",
      "a": "Atlantic Capital Strategies, Inc. is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146725."
    },
    {
      "q": "How much does Atlantic Capital Strategies, Inc. manage?",
      "a": "Atlantic Capital Strategies, Inc. reports $2,567,743,000 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (0% discretionary)."
    },
    {
      "q": "How have Atlantic Capital Strategies, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Atlantic Capital Strategies, Inc.: Regulatory assets under management: $2,740,731,000 in the October 2021 data and $2,567,743,000 in the October 2026 data, down 6%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Atlantic Capital Strategies, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: banking or thrift institutions (13); charitable organizations (2)."
    },
    {
      "q": "Does Atlantic Capital Strategies, Inc. 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/146725"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2740731000.0,
      "total_employees": 2,
      "filing_date": "2021-03-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3297405000.0,
      "total_employees": 2,
      "filing_date": "2022-02-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2615940000.0,
      "total_employees": 2,
      "filing_date": "2023-02-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2507857000.0,
      "total_employees": 2,
      "filing_date": "2024-06-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2487459000.0,
      "total_employees": 2,
      "filing_date": "2025-02-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2567743000.0,
      "total_employees": 2,
      "filing_date": "2026-03-06"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/atlantic-capital-strategies-inc-146725.md",
  "clients": [
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 13,
      "fewer_than_5": false,
      "raum": 2562369000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 5374000.0
    }
  ],
  "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/146725",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}