{
  "crd_number": 327616,
  "slug": "atx-oz-management-llc-crested-butte-co-327616",
  "primary_business_name": "ATX OZ MANAGEMENT, LLC",
  "legal_name": "ATX OZ MANAGEMENT, LLC",
  "dbas": [],
  "city": "Crested Butte",
  "state": "CO",
  "country": "United States",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "exempt",
  "registration_status": "State ERA - ACTIVE",
  "registration_date": "2023-12-01",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327616",
  "city_as_filed": "CRESTED BUTTE",
  "url": "https://advisorcensus.com/firm/atx-oz-management-llc-crested-butte-co-327616",
  "display_name": "ATX Oz Management, LLC",
  "summary": "ATX Oz Management, LLC is an exempt reporting adviser in Crested Butte, CO, filing reports since 2023. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. ATX Oz Management, LLC (CRD 327616): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is ATX Oz Management, LLC located?",
      "a": "ATX Oz Management, LLC's principal office is in Crested Butte, CO, according to its Form ADV."
    },
    {
      "q": "How does ATX Oz Management, LLC report to regulators?",
      "a": "ATX Oz Management, LLC is an exempt reporting adviser, filing reports since 2023. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 327616."
    },
    {
      "q": "Does ATX Oz 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/327616"
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/atx-oz-management-llc-crested-butte-co-327616.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": false,
  "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/327616",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}