Atala Financial Inc
● SEC registered since 2022CRD 318371SEC# 801-123628Calabasas, CA
Ranks #4,299 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$370.7M
Fund GAV
$7.7M
Private funds
3
Employees
3
Accounts
248
Location
Calabasas, CA
Atala Financial Inc assets under management
Atala Financial Inc is a registered investment adviser overseen by the SEC based in Calabasas, CA. The firm has been registered since 2022. It reports $370.7 million in regulatory assets under management and employs 3 people. Atala Financial Inc manages 3 private funds with combined gross assets of $7.7 million, including Project Vermithor. By regulatory assets, it ranks 4,299 of 6,004 private fund managers.
Atala Financial Inc private funds
3 funds · $7.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Project Vermithor | Venture Capital | $3.2M | $25K |
| Atala Ventures MacHina Fund I | Venture Capital | $2.6M | $25K |
| Groq Jul 2025, a Series of Cgf2021 LLC | Venture Capital | $1.9M | $25K |
Atala Financial Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shawn Shyama Patt Control | Ceo, Cco | Over 75% | 2022 |
Frequently asked questions
How much does Atala Financial Inc manage?
Atala Financial Inc reports $370.7 million in regulatory assets under management on its Form ADV.
How many private funds does Atala Financial Inc manage?
Atala Financial Inc manages 3 private funds with combined gross assets of $7.7 million.
How many employees does Atala Financial Inc have?
Atala Financial Inc reports 3 employees.
Where is Atala Financial Inc located?
Atala Financial Inc is based in Calabasas, CA and has been SEC-registered since 2022.
Does Atala Financial Inc disclose fund performance?
Atala Financial Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23912 Aspen Way, Calabasas, CA 91302 |
| Phone | 310.570.2573 |
| Office hours | 7 a.m. To 3 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$370.7M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
AUM vs fund managersTop 72%
Larger than 28% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$370.7Mregulatory AUM
Discretionary $340.2MNon-discretionary $30.6M
Service providers
Custodian
Administrator