# Atlas Asset Management LLC

> Atlas Asset Management LLC is an SEC-registered investment advisory firm in Guaynabo, PR, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated December 18, 2025.

- CRD: 173561
- Filed as: ATLAS ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Guaynabo, PR
- Filing period: October 2026
- Form ADV filing dated: December 18, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173561
- AdvisorCensus page: https://advisorcensus.com/firm/atlas-asset-management-llc-guaynabo-pr-173561

## Quick answers

**How is Atlas Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Atlas Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Atlas Asset Management LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated December 18, 2025 states: Asset-based fee: 0.05% to 1.5% 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 Atlas Asset Management LLC located?**
Atlas Asset Management LLC's principal office is in Guaynabo, PR, according to its Form ADV.

**Is Atlas Asset Management LLC registered with the SEC or a state?**
Atlas Asset Management LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 173561.

**How much does Atlas Asset Management LLC manage?**
Atlas Asset Management LLC reports $700,609,861 in regulatory assets under management in its Form ADV filing dated December 18, 2025 (56% discretionary).

**How have Atlas Asset Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Atlas Asset Management LLC: Regulatory assets under management: $153,955,976 in the October 2021 data and $700,609,861 in the October 2026 data, up 355%. Total employees: 3 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 Atlas Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (12); investment companies (6); high net worth individuals (1).

**Which custodians does Atlas Asset Management LLC use?**
Atlas Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Atlas 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 SEC record: https://adviserinfo.sec.gov/firm/summary/173561

**What changed in Atlas Asset Management LLC's recent Form ADV filings?**
In the January 2026 filing data: Regulatory assets under management went from $333,982,565 to $700,609,861 (+110%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated December 18, 2025)

- Asset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it)

> Atlas’ annualized fees for managing a separate account will typically range between 0.05% and 1.50% of the net assets of the account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $700,609,861
- Discretionary: $392,956,706
- Non-discretionary: $307,653,155

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 1 | $13,835,237 |
| Investment companies | 6 | $387,565,812 |
| Corporations or other businesses not listed above | 12 | $299,208,812 |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- atlasam.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $153,955,976 | 3 | July 7, 2021 |
| October 2022 | $255,114,987 | 3 | December 23, 2021 |
| October 2023 | $373,502,977 | 3 | January 5, 2023 |
| October 2024 | $393,098,910 | 3 | May 9, 2024 |
| October 2025 | $333,982,565 | 3 | February 13, 2025 |
| October 2026 | $700,609,861 | 3 | December 18, 2025 |

Regulatory assets under management: $153,955,976 in the October 2021 data and $700,609,861 in the October 2026 data, up 355%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- Regulatory assets under management went from $333,982,565 to $700,609,861 (+110%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlas Asset Management LLC (CRD 173561): Form ADV filing data as of October 2026.