ATLANTA CAPITAL
Latest filing: Mar 27, 2024 (239 days ago)
AUM
$33,178,196,876
4% change vs. 1 year ago
15% change vs. 3 years ago
73% change vs. 5 years ago
84% change vs. 10 years ago
Employee Count
28
-24% change vs. 1 year ago
-22% change vs. 3 years ago
-30% change vs. 5 years ago
-39% change vs. 10 years ago
Main Office
ATLANTA, GA
1075 PEACHTREE STREET NE, ATLANTA, GA, UNITED STATES, 30309-3912
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $33.2 |
| Non-Discretionary | $0.0 |
| Total | $33.2 |
| Client | AUM |
|---|---|
| Retail | $2.1 |
| Pooled | $22.3 |
| Institutional | $8.7 |
| Total | $33.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 3,597 | $2.1 |
| Average HNW AUM | $597,663 | |
| Retail Total | 3,597 | $2.1 |
| Average Retail AUM | $597,663 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| THE NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $1.4 |
| BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $1.2 |
| STATE STREET BANK & TRUST COMPANY | BOSTON-MA-USA | $0.7 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $10.9 |
| Retail SMA AUM | $2.1 |
| Institutional SMA AUM | $8.7 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 86% | $9.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 5% | $0.5 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.3 |
| Other | 6% | $0.7 |
| Total | 100% | $10.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | $1,402.4 | broker-dealer | 149777 |
| MORGAN STANLEY INVESTMENT MANAGEMENT INC. | $535.0 | 110353 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | $475.1 | 114310 | |
| MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | $165.9 | 105922 | |
| BOSTON MANAGEMENT AND RESEARCH | $111.0 | 104853 | |
| EATON VANCE MANAGEMENT | $63.0 | 104859 | |
| CALVERT RESEARCH AND MANAGEMENT | $38.4 | 285127 | |
| EATON VANCE ADVISERS INTERNATIONAL LTD. | $25.8 | 283733 | |
| MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | $12.2 | 126896 | |
| MSIM FUND MANAGEMENT (IRELAND) LIMITED | $0.0 | - | |
| EATON VANCE TRUST COMPANY | $0.0 | trust company | - |
| EATON VANCE DISTRIBUTORS, INC. | $0.0 | broker-dealer | 37731 |
| MORGAN STANLEY DISTRIBUTION, INC. | $0.0 | broker-dealer | 30344 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM HACKNEY | ATLANTA | GA | CHARTERED FINANCIAL ANALYST | ||||||
| CHIP REED | ATLANTA | GA | CHARTERED FINANCIAL ANALYST | ||||||
| RICHARD ENGLAND | ATLANTA | GA | |||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $33.2 | $0.0 | 0% | 28 | 0 | 0% |
| 2024-04-02 | $33.2 | $0.0 | 0% | 28 | 0 | 0% |
| 2023-04-04 | $31.8 | $1.3 | 4% | 37 | -9 | -24% |
| 2022-04-01 | $29.9 | $3.3 | 11% | 39 | -11 | -28% |
| 2021-04-05 | $28.9 | $4.3 | 15% | 36 | -8 | -22% |
| 2020-04-01 | $25.5 | $7.7 | 30% | 38 | -10 | -26% |
| 2019-04-01 | $19.2 | $14.0 | 73% | 40 | -12 | -30% |
| 2018-04-02 | $20.6 | $12.6 | 61% | 41 | -13 | -32% |
| 2017-04-01 | $17.6 | $15.5 | 88% | 42 | -14 | -33% |
| 2016-04-01 | $16.0 | $17.1 | 107% | 45 | -17 | -38% |
| 2015-04-01 | $16.8 | $16.4 | 98% | 47 | -19 | -40% |
| 2014-04-01 | $18.1 | $15.1 | 84% | 46 | -18 | -39% |
| 2013-04-01 | $14.2 | $18.9 | 133% | 46 | -18 | -39% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| GA, AK-06/28/2002, AL-07/16/2002, AR-06/28/2002, AZ-06/26/2002, CA-09/30/2001, CO-02/21/2020, CT-06/26/2002, DC-06/27/2002, DE-06/26/2002, FL-11/05/2001, GA-09/30/2001, HI-06/26/2002, IA-07/01/2002, ID-06/26/2002, IL-07/11/2002, IN-06/26/2002, KS-06/26/2002, KY-06/26/2002, LA-06/26/2002, MA-11/02/2001, MD-06/26/2002, ME-06/26/2002, MI-06/26/2002, MN-07/05/2002, MO-06/26/2002, MS-06/26/2002, MT-06/26/2002, NC-06/26/2002, ND-06/26/2002, NE-06/26/2002, NH-10/29/2001, NJ-06/26/2002, NM-06/26/2002, NV-06/26/2002, NY-06/26/2002, OH-06/26/2002, OK-06/26/2002, OR-06/26/2002, PA-06/26/2002, PR-06/26/2002, RI-06/26/2002, SC-06/26/2002, SD-06/27/2002, TN-06/27/2002, TX-10/31/2001, UT-06/26/2002, VA-06/26/2002, VI-02/21/2020, VT-06/26/2002, WA-06/26/2002, WI-06/26/2002, WV-07/01/2002, WY-02/21/2020 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV