Atlas Asset Management LLC
● SEC registered since 2020CRD 173561SEC# 801-119872Guaynabo, PR
Reg. AUM
$700.6M
Employees
3
Accounts
19
Location
Guaynabo, PR
Atlas Asset Management LLC assets under management
Atlas Asset Management LLC is an investment advisory firm registered with the SEC based in Guaynabo, PR. The firm has been registered since 2020. It reports $700.6 million in regulatory assets under management and employs 3 people.
Atlas Asset Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ana Rosa Suarez Pesante Control | Chief Compliance Officer | Under 5% | 2021 |
| Paul X Hopgood Morales Control | President | Over 75% | 2014 |
| Pedro Gonzalez-Cerrud Control | Vice President | Under 5% | 2024 |
Frequently asked questions
How much does Atlas Asset Management LLC manage?
Atlas Asset Management LLC reports $700.6 million in regulatory assets under management on its Form ADV.
How many employees does Atlas Asset Management LLC have?
Atlas Asset Management LLC reports 3 employees.
Where is Atlas Asset Management LLC located?
Atlas Asset Management LLC is based in Guaynabo, PR and has been SEC-registered since 2020.
Does Atlas Asset Management LLC disclose fund performance?
Atlas Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Buchanan Office Center 40 Carr 165, Suite 201, Guaynabo, PR 00968-8022 |
| Phone | 787 781-1301 |
| Office hours | 8:00 - 6:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$700.6M▲ 110%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$700.6Mregulatory AUM
Discretionary $393MNon-discretionary $307.7M