Data / Investment advisers / Puerto Rico / Atlas Asset Management LLC
Atlas Asset Management LLC, Guaynabo, PR: $701 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Atlas Asset Management LLC is an SEC registered investment adviser with its main office in Guaynabo, Puerto Rico and reports $701 million in regulatory assets under management in its Form ADV filed December 18, 2025. Its clients include investment companies, corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Atlas Asset Management LLC (CRD number 173561): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 173561
- SEC file number
- 801-119872
- SEC status
- Approved, effective November 27, 2020
- Main office
- Buchanan Office Center 40 Carr 165 Suite 201, Guaynabo, PR 00968
- Phone
- (787) 781-1301
- Website
- atlasam.com
- Regulatory AUM
- $700,609,861 in the Form ADV filed December 18, 2025
- Discretionary AUM
- $392,956,706
- Non discretionary AUM
- $307,653,155
- Accounts
- 19
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- December 18, 2025
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 6 | $387.6 million |
| Corporations or other businesses | 12 | $299.2 million |
| High net worth individuals | 1 | $13.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $700.6 million | December 18, 2025 |
| December 1, 2025 | $334 million | February 13, 2025 |
Other advisers in Guaynabo
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mission Prime LLC | Guaynabo | $2.35 billion | Not listed | adviserinfo.sec.gov |
| Connelly Capital Management LLC | Guaynabo | $1.05 billion | 38 | adviserinfo.sec.gov |
| Freedom Advisory | Guaynabo | $880.6 million | Not listed | adviserinfo.sec.gov |
| X-Square Capital | Guaynabo | $790.9 million | 3 | adviserinfo.sec.gov |
| The Phoenix Fund Advisor LLC | Guaynabo | $596.4 million | 1 | adviserinfo.sec.gov |
| Universal Financial Services Inc. | Guaynabo | $324.6 million | Not listed | adviserinfo.sec.gov |
| Arco Global Management, LLC | Guaynabo | $260.4 million | 1 | adviserinfo.sec.gov |
| Sygnus Capital PR LLC | Guaynabo | $236.2 million | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Guaynabo, PR
- Investment advisers in Puerto Rico
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Advisers serving corporations and other businesses
- Atlas Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.