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Atlas Capital Advisors LLC

38 Keyes Ave. Suite 200
San Francisco, California 94129
United States
 
Contact :      Jonathan Tunney
Phone :       4155712772
Fax :             4152233480
Email :         jono@atlasca.com
Web :           http://www.atlasca.com

Atlas Capital Advisors LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $575
Tax-Exempt Managed ($Mil) : $379
Taxable Assets Managed ($Mil) : $352
Year Founded : 2004
Wrap Programs Offered? : No
# of Accounts Managed : 350
In-House Research : 85 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Atlas Capital Advisors LLC History


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
89
$414.3
 
Limited Partnership :
2
$6
 
Foundations :
1
$3.5
ERISA :
2
$9.2
Unions, Taft-Hartley :
0
$0
Public :
0
$0
Others :
Total # of Professional : 8 Analysts : 1
Portfolio Managers : 3 Traders : 0
Client Service : 4 Operation : 1

Atlas Capital Advisors LLC Personnel

Mr.  Jonathan Tunney

General Partner
Tel : 415 571 2772
Email: info@atlasca.com
Atlas founder and Chief Investment Officer, Jonathan (Jono) Tunney, brings deep and broad expertise to bear on global economic analysis, asset allocation, business valuation, portfolio design, and risk management. His experience includes responsibility for worldwide currency risk management and more than $100 billion in annual foreign exchange transactions as Director of Foreign Exchange for Hewlett Packard. He also has experience in treasury, corporate finance and strategic planning, including valuation, deal-structuring and negotiations for equity investments and acquisitions, and tax strategy and dividend policy analysis. He holds a BA in Economics and Political Science from Stanford University, an MBA in Finance from the Anderson School at UCLA, and the Chartered Financial Analyst designation.

Mr.  Bert Gutierrez

Portfolio Manager
Tel : 415.494.8358
Email: bert@atlasca.com
Albert (Bert) joined in 2010 with more than 25 years of capital markets and fixed income experience at firms including SCM Advisors, American General Investment Management, and Conseco Capital Management. Bert holds a BS in Economics from The Wharton School, U of Penn and holds a Chartered Financial Analyst designation.

Mr.  Michael Bodnyk

Researcher/Analyst
Tel :
Email: mike@atlasca.com
Mike joined Atlas in 2012 and focuses on writing code and helping with optimization algorithms. Mike has worked at Stallia Capital and Evolution Capital Management.. Mike has a degree in business administration and computer science from Simon Fraser University in Canada.

Mr.  Preston Raisin

Vice President
Tel :
Email: preston@atlasca.com
Preston joined Atlas Capital in 2011 with more than 26 years of money management experience at firms including Shearson Lehman Brothers, DLJ, First Boston, and Bear Stearns. Preston holds a BA of English Literature from UCLA.

Ms.  Katya Larionova

Operations/Administrators
Tel :
Email: katya@atlasca.com

Mr.  Kenneth Frier

General Partner
Tel : 415.354.2400
Email: ken@atlasca.com
Ken Frier joined Atlas in 2015 with more than 25 years capital markets experience including Chief Investment Officer at Hewlett Packard, Stanford Management Company and the UAW Retiree Medical Benefits Trust. He is a recognized expert in asset allocation and risk management. Ken holds a BS in mathematics from the University of North Carolina at Chapel Hill, an MBA in finance from the Stanford University Graduate School of Business, and a Chartered Financial Analsyt designation.

Ms.  Jasmine Dizon

Operations/Administrators
Tel : 415-354-2400
Email: jasmine@atlasca.com

Atlas Capital Advisors LLC Product Name

Atlas Risk:Privately Managed Accounts
Atlas 100/30 Long/Short:Privately Managed Accounts
Atlas Enhanced 500:Privately Managed Accounts
Atlas Enhanced Europe:Privately Managed Accounts
Report Created: December,11 2018.  Copyright Money Manager Review , All rights Reserved.
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