RIA Intelligence

ATALANTA SOSNOFF MANAGEMENT, LLC

CRD #11085 SEC #801-22856 NEW YORK, NY [212] 867-5000
SEC Registered
Total AUM
$3.5B
Discretionary
$3.5B
Employees
37
Clients
--
Accounts
592

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DIPIETRO, WILLIAM, ERCOLEICHIEF COMPLIANCE OFFICER, SR VP - DIRECTOR OF CLIENT SERVICESNA Control
DIPIETRO, WILLIAM, ERCOLEICHIEF COMPLIANCE OFFICER, SR VP - DIRECTOR OF CLIENT SERVICESNA Control
KELLY, KEVIN SEANIPRESIDENT CEO, CFO, DIRECTOR, CCONA Control
KELLY, KEVIN SEANIPRESIDENT CEO, CFO, DIRECTORNA Control
KELLY, KEVIN, SEANIPRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIPRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIPRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KELLY, KEVIN, SEANIMEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
KUCHLER, MICHAEL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
KUCHLER, MICHAEL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
KUCHLER, MICHAEL, RICHARDICHIEF COMPLIANCE OFFICER/ CHIEF OPERATING OFFICER/ CHIEF FINANCIAL OFFICERNA Control
KUCHLER, MICHAEL, RICHARDICHIEF COMPLIANCE OFFICER/ CHIEF OPERATING OFFICER/ CHIEF FINANCIAL OFFICERNA Control
KUCHLER, MICHAEL, RICHARDICHIEF COMPLIANCE OFFICER/ CHIEF OPERATING OFFICER/ CHIEF FINANCIAL OFFICERNA Control
MCMULLAN, JOHN, PATRICKIMEMBER, PORTFOLIO MANAGERNA Control
MCMULLAN, JOHN, PATRICKIMEMBER, PORTFOLIO MANAGERNA Control
MCMULLAN, JOHN, PATRICKIMEMBER, PORTFOLIO MANAGERNA Control
MCMULLAN, JOHN, PATRICKIMEMBER, PORTFOLIO MANAGERNA Control
MCMULLAN, JOHN, PATRICKIMEMBER, PORTFOLIO MANAGERNA Control
MCMULLAN, JOHN, PATRICKIMEMBER, PORTFOLIO MANAGERNA Control
MCMULLAN, JOHN, PATRICKIMEMBER, PORTFOLIO MANAGERNA Control
MCMULLAN, JOHN, PATRICKIMEMBER, PORTFOLIO MANAGERNA Control
MCMULLAN, JOHN, PATRICKIMEMBER, PORTFOLIO MANAGERNA Control
MCMULLAN, JOHN, PATRICKIMEMBER, PORTFOLIO MANAGERNA Control
MCMULLAN, JOHN, PATRICKIMEMBER, PORTFOLIO MANAGERNA Control
MCMULLAN, JOHN, PATRICKIMEMBER, PORTFOLIO MANAGERNA Control
MCMULLAN, JOHN, PATRICKIMEMBER, PORTFOLIO MANAGERNA Control
MCMULLAN, JOHN, PATRICKIMEMBER, PORTFOLIO MANAGERNA Control
NG, KIN WAIISVP TRADER, SROP, CROPNA Control
NG, KIN, WAIISVP TRADER, SROP, CROPNA Control
NG, KIN, WAIISVP TRADER, SROP, CROPNA Control
RULAND, ROBERT, FREDIMEMBER, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
RULAND, ROBERT, FREDIMEMBER, DIRECTOR OF RESEARCH, PORTFOLIO MANAGER, CO-CIO OF EQUITIESNA Control
RULAND, ROBERT, FREDIMEMBER, DIRECTOR OF RESEARCH, PORTFOLIO MANAGER, CO-CIO OF EQUITIESNA Control
SOSNOFF, MARTIN, TOBYIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICERNA Control
SOSNOFF, MARTIN, TOBYIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICERNA Control
SOSNOFF, MARTIN, TOBYIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGERNA Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGERNA Control
WARD, MATTHEW, WARINGIPORTFOLIO MANAGERNA Control
WARD, MATTHEW, WARINGIPORTFOLIO MANAGERNA Control
WARD, MATTHEW, WARINGIPORTFOLIO MANAGERNA Control
WARD, MATTHEW, WARINGIPORTFOLIO MANAGERNA Control
WARD, MATTHEW, WARINGIPORTFOLIO MANAGERNA Control
WARD, MATTHEW, WARINGIPORTFOLIO MANAGERNA Control
WARD, MATTHEW, WARINGIPORTFOLIO MANAGER, CO-CIO OF EQUITIESNA Control
WARD, MATTHEW, WARINGIPORTFOLIO MANAGER, CO-CIO OF EQUITIES, MEMBERNA Control
ATALANTA SOSNOFF CAPITAL, LLCDEPARENT CORPORATIONE Control
ATALANTA SOSNOFF CAPITAL, LLCDEPARENT CORPORATIONE Control
ATALANTA SOSNOFF CAPITAL, LLCDEPARENT CORPORATIONE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMEMBER, PARENT CORPORATIONE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENT CORPORATIONE Control
ATALANTA SOSNOFF CAPITAL, LLCDEPARENT CORPORATIONE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA SOSNOFF CAPITAL, LLCDEMANAGING MEMBER, PARENTE Control
ATALANTA/SOSNOFF CAPITAL CORPORATION (DELAWARE)DEPARENT CORPORATIONE Control
SOSNOFF, MARTIN, TOBYIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICERC Control
SOSNOFF, MARTIN, TOBYIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICERC Control
SOSNOFF, MARTIN, TOBYIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICERC Control
SOSNOFF, MARTIN, TOBYIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICERC Control
SOSNOFF, MARTIN, TOBYIMEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICERC Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERB Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERB Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERB Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERB Control
STEINBERG, CRAIG, BIMEMBER, PRESIDENT, DIRECTOR OF RESEARCH, PORTFOLIO MANAGERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MTS HOLDING CORPORATIONDEATALANTA SOSNOFF CAPITAL, LLCE
MTS HOLDING CORPORATIONDEATALANTA SOSNOFF CAPITAL, LLCE
MTS HOLDING CORPORATIONDEATALANTA SOSNOFF CAPITAL, LLCE
MTS HOLDING CORPORATIONDEATALANTA SOSNOFF CAPITAL, LLCE
MTS HOLDING CORPORATIONDEATALANTA SOSNOFF CAPITAL, LLCE
SOSNOFF, MARTIN TOBYIMTS HOLDING CORPORATIONE
SOSNOFF, MARTIN TOBYIMTS HOLDING CORPORATIONE
SOSNOFF, MARTIN TOBYIMTS HOLDING CORPORATIONE
SOSNOFF, MARTIN, TOBYIMTS HOLDING CORPORATIONE Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control
EVERCORE PARTNERS SERVICES EAST, LLCDEATALANTA SOSNOFF CAPITAL, LLCC Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (52)

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Address

505 FIFTH AVENUE
17TH FLOOR
NEW YORK, NY 10017
United States
Phone: [212] 867-5000