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Atlantic Capital Management

580 Village Blvd., Suite 315
West Palm Beach, Florida 33409
United States
 
Contact :      Steven Stejskal
Phone :       561-686-6844
Fax :             561-686-7142
Email :         stevenstejskal@client-centered.net
Web :           http://www.acminstitutional.com

Atlantic Capital Management Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $62
Tax-Exempt Managed ($Mil) : $20
Taxable Assets Managed ($Mil) : $43
Year Founded : 1995
Wrap Programs Offered? : Yes
# of Accounts Managed : 116
In-House Research : 80 %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Atlantic Capital Management History

Atlantic Capital Management of Florida (ACM) was founded in 1995 by its chairman, Thomas Nolan, with a desire to provide focused and direct investment management. It is our belief that such an investment philosophy is the only way to achieve high risk-adjusted, long-term returns for investors. With a combined 75 years of investment experience, ACM provides timely and valuable advice during bull and bear markets. ACM builds robust equity portfolios using unique, in-house research methodology. Our approach to the economy and markets has consistently proven our ability to produce strong returns in positive markets while mitigating losses in down markets. The past fourteen years have presented us with some difficult markets. We have responded to the challenge positively by sticking to our conservative investment principals and investment discipline. By hiring ACM, or adding us to your mix of managers, we believe you will gain a unique and valuable investment tool for your investment needs.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
113
$51
 
Limited Partnership :
1
$5.7
 
Foundations :
1
$.2
ERISA :
4
$5.3
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 4 Analysts : 2
Portfolio Managers : 2 Traders : 0
Client Service : 1 Operation : 1

Atlantic Capital Management Personnel

Mr.  Jeffrey P. Snider

Portfolio Manager
Tel : 561-686-6844
Email: jsnider@client-centered.net

Mr.  Thomas Nolan

Portfolio Manager
Tel : 561-686-6844
Email: tmnolan@client-centered.net

Mr.  Steven Stejskal

Researcher/Analyst
Tel : 561-686-6844
Email: stevenstejskal@client-centered.net

Atlantic Capital Management Product Name

Concentrated Composite:Privately Managed Accounts
All Equity Composite:Privately Managed Accounts
Report Created: December,15 2018.  Copyright Money Manager Review , All rights Reserved.
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