Atalanta Sosnoff Management, Llc
- Regulatory AUM
- $3.9B
- Discretionary
- $3.9B
- Clients
- 597
- Avg AUM / client
- $6.6M
- Accounts
- 597
- Employees
- 37
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 78 | $36.0M | 0.92% |
| High net worth individuals | 87 | $253M | 6.46% |
| Charitable organizations | 4 | $119M | 3.05% |
| Corporations and other businesses | 3 | $11.8M | 0.3% |
| Other | 425 | $3.5B | 89.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Tidalhealth Pension Plan Tidalhealth, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ruland, Robert, Fred | Member, Director Of Research, Portfolio Manager, Co Cio Of Equities | May 2010 (16y) | Less than 5% | |
| Steinberg, Craig, B | Member, President, Chief Investment Officer, Portfolio Manager | May 2010 (16y) | Less than 5% | |
| Ward, Matthew, Waring | Portfolio Manager, Co Cio Of Equities | Jan 2021 (6y) | Less than 5% | |
| Kuchler, Michael, Richard | Chief Compliance Officer/ Chief Operating Officer/ Chief Financial Officer | Sep 2022 (4y) | Less than 5% | |
| Jason Benton Stewart | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Atalanta Sosnoff Capital, Llc | Managing Member, Parent | Jun 1986 | A | 75% or more |
| Evercore Partners Services East, Llc | Member | May 2010 | B | ≈ 18.75% – 50% via Atalanta Sosnoff Capital, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Evercore Partners Services East, Llc: 25% – 50% of Atalanta Sosnoff Capital, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Tidalhealth Pension Plan | Tidalhealth, Inc. | 4,926 | $163M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Morgan Stanley $2.0B (50% of AUM) Mar 2026
- UBS $538M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗