← Tributary

ATRATO ASSET MANAGEMENT LLC

· CRD 151620 · IAPD ↗ · (505) 310-1783

$52.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2024 — ATRATO ASSET MANAGEMENT LLC (location n/a) left the SEC roster (was $52.4M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
November 2024 — ATRATO ASSET MANAGEMENT LLC reported RAUM down 37% ($83.0M -> $52.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2024 — ATRATO ASSET MANAGEMENT LLC reported RAUM down 61% ($215.1M -> $83.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.