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ATLANTIC STREET CAPITAL MANAGEMENT, LLC

GREENWICH, CT · CRD 161107 · IAPD ↗ · 203-428-3150

$1.61BRegulatory AUM
12Advisory reps
18Employees
0Clients
n/aPlanning clients
5Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2025 — ATLANTIC STREET CAPITAL MANAGEMENT, LLC reported RAUM down 32% ($2.35B -> $1.59B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2024 — ATLANTIC STREET CAPITAL MANAGEMENT, LLC now reports custody of client assets ($1.53B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
40
February 2024 — ATLANTIC STREET CAPITAL MANAGEMENT, LLC shrank from 16 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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