What Atalanta Sosnoff Capital does

Atalanta Sosnoff Capital, LLC is a New York-based, SEC-registered investment advisor founded in 1981 that manages $9.1 billion in assets (as of 3/31/26) on behalf of institutional and intermediary clients. The firm operates two principal strategies: a Large Cap Equity strategy built around an earnings acceleration philosophy, where concentrated positions (initiated at 1% and built to 3-5%) target companies entering periods of accelerating earnings to capture both growth-rate and multiple-expansion upside, and an active Fixed Income strategy combining duration management, sector selection, and a Relative Valuation Matrix across Treasuries, agencies, mortgages, and corporates.

Both strategies are delivered through separately managed accounts across three primary client channels: Taft-Hartley pension and benefit plans (where the firm offers pro-labor mandate sensitivity), traditional institutional clients including public plans, endowments, foundations, and religious/charitable organizations, and broker/dealer and RIA wrap programs at major global money management firms. An additional set of Unified Asset Management Programs under which the firm has discretion contributes to reported AUM.

The firm is privately held, with 49% ownership by Evercore and the balance held by employee equity participants including the President/CIO and Co-CIOs of Equities. Revenue is generated via recurring investment advisory fees charged on AUM (specific pricing is not publicly disclosed and is referenced through Form ADV filings). Distribution is split between direct institutional relationship management and a dedicated Advisory Services team that provides wholesaling, training, and marketing support to financial advisors at intermediary firms. Operational infrastructure includes a single NYC facility with DRaaS-based continuity, encrypted offsite backups, and a vendor-hosted trading application that supports remote operations.

Name

Atalanta Sosnoff Capital

Legal name

Atalanta Sosnoff Capital, LLC

Website

https://atalantasosnoff.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

11–50 employees

Short description

Atalanta Sosnoff Capital is a New York-based SEC-registered investment advisor founded in 1981 that manages $9.1B in equity and fixed income separately managed accounts for Taft-Hartley plans, institutional endowments/foundations, and broker-dealer wrap programs.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Investment advisory services
• Separately managed accounts
• Institutional asset management
• Equity investment strategy
• Fixed income management

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: The firm generates revenue through investment advisory fees charged for managing client portfolios. Atalanta Sosnoff operates as an SEC registered investment advisor providing separately managed accounts across equity and fixed income strategies.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Atalanta Sosnoff Capital is an SEC-registered investment advisor that manages client portfolios through two core strategies: a Large Cap Equity Strategy focused on identifying companies entering earnings acceleration, and an active Fixed Income Strategy combining duration management, relative valuation, and sector selection. The firm delivers these strategies as separately managed accounts to institutional clients and through broker/dealer wrap programs.

Product overview

Atalanta Sosnoff Capital is an SEC-registered investment advisor offering a focused suite of separately managed account products. The core offerings consist of two principal investment strategies: the Large Cap Equity Strategy (which seeks earnings acceleration through concentrated portfolio construction) and the Fixed Income Strategy (which combines duration management, relative valuation, and sector selection for investment grade portfolios). These strategies are delivered as separately managed accounts and are also made available through Large Cap Balanced products and Taft-Hartley-specific advisory services via wrap programs at major broker/dealer and RIA firms. The firm manages $9.1 billion in assets (as of 3/31/26) primarily serving institutional clients including Taft-Hartley funds, endowments, foundations, and broker-sponsored wrap programs.

Differentiator

Problem solved

Functional benefit

Products and services

• Large Cap Equity Strategy A growth-oriented equity investment strategy focused on identifying companies entering a period of earnings acceleration to benefit from both earnings growth rate and multiple expansion. Employs a concentrated portfolio approach with positions initiated at 1% and built to 3-5% full weight based on conviction. Designed for institutional investors.
• Fixed Income Strategy An active fixed income management strategy combining duration management, relative valuation, and sector selection to maximize return while preserving capital. Utilizes investment grade portfolios across Treasuries, agencies, mortgages, and corporates with a focus on current income. Aimed at institutional clients and Taft-Hartley plans.
• Large Cap Balanced Separately Managed Account Products Separately managed account products providing Large Cap Equity and Large Cap Balanced strategies, offered through wrap programs at major broker/dealer and registered investment advisor firms. Designed for financial advisors and their end-client accounts.
• Taft-Hartley Investment Advisory Services Specialized investment advisory services for Taft-Hartley pension and benefit plans, recognizing the unique pro-labor mandate and financial goals of these institutional client plans. Includes dedicated portfolio management and marketing support.
• Unified Asset Management Programs Unified asset management programs under which Atalanta Sosnoff exercises discretion over allocated assets on behalf of clients, included within the firm's reported assets under management.

Quantifiable outcome

• AUM of $9.1 billion as of March 31, 2026

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

One partnership is on record.

• Institutional Shareholder Services (ISS)supportingTechnology or IntegrationAtalanta Sosnoff utilizes ISS proxy voting service to maintain records of how securities held in client accounts are voted. ISS provides the proxy voting platform that supports the firm's proxy voting process and recordkeeping.

Scale indicators3 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• GW&K Investment Management: Boston-based mid-sized boutique active equity and fixed income manager serving institutional and Taft-Hartley clients with separately managed accounts. Closely comparable in size, strategy mix (large-cap value-tilted equity and IG fixed income) and institutional distribution.
• Pzena Investment Management: Mid-sized active global equity manager with concentrated, fundamentals-driven portfolios and significant institutional and sub-advisory distribution. Similar boutique structure, employee ownership, and institutional-first GTM.
• Calamos Asset Management: Active equity and fixed income manager offering SMAs, mutual funds, and institutional strategies with documented investment processes. Comparable product breadth (equity + IG fixed income) and institutional/wholesale distribution model.
• Causeway Capital Management: Mid-size fundamental active equity manager with institutional focus, including sub-advisory and wrap program distribution. Comparable institutional client mix and active SMA-oriented delivery model.
• Ariel Investments: Mid-sized active equity boutique focused on fundamental, value-tilted strategies for institutional and intermediary clients. Similar boutique culture, employee ownership and institutional-first distribution.
• Hall Capital Partners: Mid-sized boutique investment manager focused on institutional and ultra-high-net-worth mandates, including endowments, foundations and corporate pension plans. Comparable institutional client mix and outsourced CIO capabilities.
• Chartwell Investment Partners: Mid-size value-tilted active equity manager serving Taft-Hartley, foundation, endowment, and intermediary channels (acquired by Raymond James). Closely comparable client composition and SMA/intermediary distribution.

Broad incumbents

• Loomis Sayles & Company: Large, established active fixed income and equity manager with strong institutional presence and a long history in the wrap/SMA channel. Provides broader scale alternative in the same equity-plus-fixed-income boutique RIA space.
• Eaton Vance (Morgan Stanley IM): Long-standing active manager with broad equity, fixed income and multi-asset capabilities and deep institutional/wholesale SMA distribution. Now part of Morgan Stanley Investment Management; relevant larger-scale comparable for Atalanta Sosnoff's balanced SMA offering.

Emerging players

• Advisors Asset Management: Distribution-led manager specializing in sub-advisory SMA and separately managed account products made available through broker/dealer and RIA platforms. Directly comparable wrap-program channel strategy for Atalanta Sosnoff's Advisory Services team.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Atalanta Sosnoff Capital