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Atalanta Sosnoff Capital, LLC

101 Park Avenue, 6th Floor
New York, New York 10178
United States
 
Contact :      Ms. Minda Matz
Phone :       (212) 867-5000
Fax :             (212) 922-1820
Email :         mgm@atalantasosnoff.com
Web :           http://www.atalantasosnoff.com

Atalanta Sosnoff Capital, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $5,199
Tax-Exempt Managed ($Mil) : $2,661
Taxable Assets Managed ($Mil) : $2,539
Year Founded : 1981
Wrap Programs Offered? : Yes
# of Accounts Managed : 791
In-House Research : 75 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands
Oppenheimer   $100000
UBS   $
Stiefel   $
Morgan Stanley   $50000
Wells Fargo   $
LPL   $
Lockwood   $
Davidson   $
Baird   $
Schwab   $

Atalanta Sosnoff Capital, LLC History

Atalanta/Sosnoff Capital Corporation (“A/SCC”) was founded by Martin Sosnoff in 1981. A/SCC, a Delaware corporation, went public in June 1986 (ticker "ATL" on the NYSE). On July 14, 2003, the Company completed its "going private" transaction. In 2010, Atalanta Sosnoff sold a 49% interest in the Company to Evercore Partners. Atalanta Sosnoff continues to retain complete control of the investment process and day to day operations. Atalanta is governed by a management committee consisting of Martin Sosnoff, Craig Steinberg and one Evercore designees with each party’s rights established under predefined circumstances.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
188
$204
 
Limited Partnership :
1
$30
 
Foundations :
8
$93
ERISA :
37
$184
Unions, Taft-Hartley :
102
$2217
Public :
3
$16
Others :
452
$2454
Total # of Professional : 11 Analysts : 1
Portfolio Managers : 8 Traders : 3
Client Service : 24 Operation : 4

Atalanta Sosnoff Capital, LLC Personnel

Ms.  Minda Matz

Data Preparer
Tel : (212) 867-5000
Email: mgm@atalantasosnoff.com
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Mr.  Ted Bellis

Marketing Director
Tel : 212.867.5000
Email: tb@atalantasosnoff.com
Mr. Bellis joined Atalanta Sosnoff in 1996. Prior to joining Atalanta, Mr. Bellis worked at The Cowan Financial Group in New York City. Mr. Bellis has a B.A. from Yale University, a diploma in Literature from Trinity College, Dublin, Ireland and a Financial Planning Certificate from New York University.

Atalanta Sosnoff Capital, LLC Product Name

Balanced:Privately Managed Accounts
Large Cap Equity:Privately Managed Accounts
Report Created: November,12 2018.  Copyright Money Manager Review , All rights Reserved.
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