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- Custodian
- Charles Schwab & Company · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-06-2022
- Office Locations
- 2
Office Locations
About Atala Financial INC
Atala Financial is an independent, full-service wealth management firm providing fiduciary, tax-efficient portfolio management and multi-generation financial planning, including options-based hedging, portfolio tax planning, foundation management, and estate-planning trust design (e.g., GRAT/CRUT). The team also delivers private investor education and teaches finance at UCLA Anderson, advising UCLA’s Student Investment Fund.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
SHAWN SHYAMA PATT
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4484268
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL ABDUL SALAM
Portfolio Manager, Senior Vice President
- CRD
- #6322512
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $340,171,623 | $1,491,981 |
| Non-Discretionary | $30,574,094 | $1,528,705 |
| Total | $370,745,717 | $1,494,942 |
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Separately Managed Accounts
Total SMA Asset: $370,745,717
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $998,478,328 | 14.3% |
| Municipal Bonds | $1,166,055,110 | 16.7% |
| Cash | $1,522,155,772 | 21.8% |
| Public Funds | $1,270,790,599 | 18.2% |
| Private Funds | $2,024,886,119 | 29.0% |
| Total | $6,982,365,928 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM WAVE | UNISON VALUE | ADUHVAL2K | AOI | 3.49% | $47,588,325 |
| ZENITH PATHWAY VERTEX | HARBOR VERTEX | LE1CUOC4D | LAYP | 6.40% | $111,517,293 |
| MERIDIAN VITAL INSIGHT | NORTH DELTA | OH7FAT2RW | MYD | 6.57% | $82,116,798 |
| VECTOR CREST PRIME | INSIGHT BEACON | H2K2C7T5H | JMJNI | 11.16% | $89,931,011 |
| OAK SIGNAL | EAGLE RADIAL | XT7VAHDVA | DFXDD | 3.03% | $84,851,149 |
| VITAL VECTOR | FOCUS TIMBER | XXOKCJU16 | NEOX | 0.80% | $33,618,000 |
| RADIAL BRIDGE MERIDIAN | ZENITH BRIDGE | OMID5WYJH | ZWZO | 9.82% | $78,496,615 |
| QUANTUM FOUNDATION | SUMMIT NORTH | AFK82UVQ3 | XAMA | 4.04% | $65,999,384 |