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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Unison value
- Established Date
- 11-06-2012
- Office Locations
- 1
Office Locations
About Atlantis Asset Management, LLC
Atlantis Asset Management is a New York–based fiduciary RIA offering fee-based managed accounts built on asset allocation and risk management, with an emphasis on preserving and enhancing multigenerational wealth. The firm positions itself as product-agnostic and selects research and investment vehicles independently across the broader universe, including ETF-centric portfolios and fixed income. Custody is through Interactive Brokers.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL DAVIS COHN
Chief Compliance Officer, Managing Member, President
- CRD
- #1743568
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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DUNCAN GREGORY BURKE
Owner
- CRD
- #35711
JOHN DANIEL CONNOLLY
Investment Advisor Representative
- CRD
- #1914820
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,900,007 | $476,471 |
| Non-Discretionary | $0 | -- |
| Total | $24,900,007 | $476,471 |
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Separately Managed Accounts
Total SMA Asset: $24,900,007
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $112,901,991 | 19.9% |
| Equity - Exchange | $117,440,764 | 20.7% |
| Cash | $150,914,219 | 26.6% |
| U.S. Government/Agency | $186,089,713 | 32.8% |
| Total | $567,346,687 | 100.0% |