{
  "crd_number": 151620,
  "slug": "atrato-asset-management-llc-151620",
  "primary_business_name": "ATRATO ASSET MANAGEMENT LLC",
  "legal_name": "ATRATO ASSET MANAGEMENT LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-10-04",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-02-13",
  "carried_forward": false,
  "raum_total": 86887091.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 86887091.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 86887091.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "WA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151620",
  "listing_state": "WA",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/atrato-asset-management-llc-151620",
  "display_name": "Atrato Asset Management LLC",
  "summary": "Atrato Asset Management LLC is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.",
  "citation": "AdvisorCensus. Atrato Asset Management LLC (CRD 151620): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Atrato Asset Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Atrato Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Is Atrato Asset Management LLC registered with the SEC or a state?",
      "a": "Atrato Asset Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 151620."
    },
    {
      "q": "How much does Atrato Asset Management LLC manage?",
      "a": "Atrato Asset Management LLC reports $86,887,091 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (0% discretionary)."
    },
    {
      "q": "How have Atrato Asset Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Atrato Asset Management LLC: Regulatory assets under management: $226,366,640 in the October 2021 data and $86,887,091 in the October 2026 data, down 62%. Total employees: 3 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Atrato Asset Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (11)."
    },
    {
      "q": "Does Atrato Asset Management LLC report any disciplinary disclosures?",
      "a": "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/151620"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 226366640.0,
      "total_employees": 3,
      "filing_date": "2021-07-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 210661326.0,
      "total_employees": 2,
      "filing_date": "2022-03-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 215076053.0,
      "total_employees": 2,
      "filing_date": "2023-06-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 83010888.0,
      "total_employees": 1,
      "filing_date": "2024-09-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 86887091.0,
      "total_employees": 1,
      "filing_date": "2026-02-13"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/atrato-asset-management-llc-151620.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 11,
      "fewer_than_5": false,
      "raum": 86887091.0
    }
  ],
  "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/151620",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}