Atlas Capital Team Inc.
- Regulatory AUM
- $17.2M
- Discretionary
- $17.2M
- Clients
- 1
- Avg AUM / client
- $17.2M
- Accounts
- 1
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $17.2M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Metropolitan Opera Association Retirement Plan Metropolitan Opera Association, Inc | 2024 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bundy Saadlou, Reza | Chief Executive Officer | Oct 2020 (6y) | ≈ 56.25% – 100% via N.O.A. Llc | |
| Agarwal, Puneet | Chief Economist | Feb 2021 (6y) | 5% – 10% | |
| Roubini, Nouriel, Nm | Chief Economist | Feb 2021 (6y) | 5% – 10% | |
| Zola, Carlo, Guido | Chief Operating Officer | Feb 2021 (6y) | 5% – 10% | |
| Bashiri, Ali | Chief Science Officer | Aug 2023 (3y) | Less than 5% | |
| Turkian, Shahpour | Head Of Portfolio Development And Model Development | Aug 2023 (3y) | Less than 5% | |
| Bouchoris, Paschalis | Head Of Sales And Business Development | Sep 2023 (3y) | Less than 5% | |
| Appler, W., Christopher | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| N.O.A. Llc | Controlling Shareholder | Oct 2020 | A | 75% or more |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bundy Saadlou, Reza: 75% – 100% of N.O.A. Llc × 75% – 100% direct ≈ 56.25% – 100% 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 |
|---|---|---|---|---|
| Metropolitan Opera Association Retirement Plan | Metropolitan Opera Association, Inc | 715 | $278M | 08/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 986 KB | 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 investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗