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ATLA CAPITAL MANAGEMENT LLC

NEW YORK, NY · CRD 312501 · IAPD ↗ · atlacap.com · 332-203-2580

$91.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
August 2026 — ATLA CAPITAL MANAGEMENT LLC reported RAUM up 50% ($60.8M -> $91.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
April 2026 — ATLA CAPITAL MANAGEMENT LLC reported RAUM up 46% ($41.7M -> $60.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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