CRD: 319436
Atlas Capital Investment LLC
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- Custodian
- Charles Schwab & Company ยท T. Rowe Price
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2022
- Office Locations
- 1
Office Locations
About Atlas Capital Investment LLC
Atlas Capital Investment LLC is an investment manager running value- and macro-driven portfolio strategies focused on risk-adjusted returns across economic cycles. The firm applies rigorous value analysis, margin-of-safety discipline, and cycle-sensitive macro assessment to source and size opportunities. It offers a hedge fund aimed at high net worth investors alongside a long-only portfolio for long-horizon, compounding-oriented clients.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Zhaonan Wang
Managing Partner
- CRD
- --
- Ownership
- 50% but less than 75%
WENHUA NMN ZHANG
Chief Compliance Officer, Chief Investment Officer, PARTNER
- CRD
- #2620643
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Xiaowan Tian
--
- CRD
- #7832962
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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