# Atlantis Asset Management, LLC

> Atlantis Asset Management, LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 10, 2026.

- CRD: 160462
- Filed as: ATLANTIS ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/160462
- AdvisorCensus page: https://advisorcensus.com/firm/atlantis-asset-management-llc-160462

## Quick answers

**How is Atlantis Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Atlantis Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Atlantis Asset Management, LLC registered with the SEC or a state?**
Atlantis Asset Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 160462.

**How much does Atlantis Asset Management, LLC manage?**
Atlantis Asset Management, LLC reports $24,900,007 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (100% discretionary).

**How have Atlantis Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Atlantis Asset Management, LLC: Regulatory assets under management: $39,600,000 in the October 2021 data and $24,900,007 in the October 2026 data, down 37%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atlantis Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27).

**Does Atlantis Asset 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/160462

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $24,900,007
- Discretionary: $24,900,007
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $24,900,007 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [atlantisasset.com](https://atlantisasset.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $39,600,000 | 4 | March 31, 2021 |
| October 2022 | $25,900,000 | 3 | March 29, 2022 |
| October 2023 | $16,000,000 | 2 | July 25, 2023 |
| October 2024 | $16,200,000 | 2 | June 27, 2024 |
| October 2026 | $24,900,007 | 3 | April 10, 2026 |

Regulatory assets under management: $39,600,000 in the October 2021 data and $24,900,007 in the October 2026 data, down 37%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlantis Asset Management, LLC (CRD 160462): Form ADV filing data as of October 2026.