Atlantic Street Capital Management, LLC

CRD#161107
Investment Advisor Firm

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Learn more about Atlantic Street Capital Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Overview

    Atlantic Street Capital Management, LLC operates as a financial advisor company headquartered in Greenwich, Connecticut. It handles $955.3 million in total assets over four customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management (AUM). It has a small team of 18 employees, of which 14 are financial advisors. Atlantic Street Capital Management, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like options, equities and bonds.

    Atlantic Street Capital Management, LLC administers all of the firm's accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make buy and sell judgments for the client's account without requiring the client's approval. The firm's typical account size is $238.8 million. The typical advisor at Atlantic Street Capital Management, LLC oversees fewer than one client account, placing it among the most individualized firms in the country.

    The firm's headquarters is located at 145 Mason Street, Greenwich, Connecticut 6830. The firm is legally registered to serve clients across a number of states, including Connecticut and Florida.

    Assets Under Management

    $955.3 million

    Number of Advisors

    14

    Disclosures

    No

    Office Location

    145 Mason Street
    Greenwich, CT 06830

    Atlantic Street Capital Management, LLC by the Numbers

    Total Assets Under Management

    $955.3 million

    National Average: $3.7 billion
    Total Number of Employees

    18

    National Average: 29
    Total Number of Accounts

    4

    National Average: 2,073
    Average Account Size

    $238.8 million

    National Average: $1.8 million

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    Fee Structure

    Fees charged by financial advisors usually are based on the services provided. However, fee types charged by the firm most likely consist of the following fee structures: asset-based or performance-based. Atlantic Street Capital Management, LLC does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 74% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 17% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 35% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 2% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 1% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 40% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 12% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It works with pooled investment vehicles. Out of its four clients, Atlantic Street Capital Management, LLC's biggest client group is pooled investment vehicles. None of the company's accounts are from outside of the U.S.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Atlantic Street Capital Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    This content was compiled from the SEC and FINRA

    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.