ATLAS ONE CAPITAL MANAGEMENT, LLC
Legal name: ATLAS ONE FINANCIAL ADVISORS, LLC
CRD #127448 SEC #801-68313 MIAMI, FL 305-960-9991
SEC Registered
Total AUM
$2.1M
Discretionary
$2.1M
Employees
1
Clients
0
Accounts
85
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURGOS, GLENIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALB, JORGE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KALB, JORGE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KALB, JORGE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KALB, JORGE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KALB, JORGE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KALB, JORGE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KALB, JORGE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KALB, JORGE | I | MANAGING PARTNER | NA | Control |
| KALB, JORGE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KALB, JORGE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTEGA, JOSE, FELIPE | I | INVESTMENT ADVISOR | NA | |
| ORTEGA, JOSE, FELIPE | I | INVESTMENT ADVISOR | NA | |
| ORTEGA, JOSE, FELIPE | I | INVESTMENT ADVISOR | NA | |
| WEISS, PAUL, DAVID | I | MANAGING PARTNER | NA | Control |
| WEISS, PAUL, DAVID | I | MANAGING PARTNER | NA | Control |
| WEISS, PAUL, DAVID | I | MANAGING PARTNER | NA | Control |
| WEISS, PAUL, DAVID | I | MANAGING PARTNER | NA | Control |
| WEISS, PAUL, DAVID | I | MANAGING PARTNER | NA | Control |
| WEISS, PAUL, DAVID | I | MANAGING PARTNER | NA | Control |
| WEISS, PAUL, DAVID | I | MANAGING PARTNER | NA | Control |
| ATLAS WEALTH HOLDINGS CORPORATION | DE | MEMBER | E | Control |
| ATLAS WEALTH HOLDINGS CORPORATION | DE | MEMBER | E | Control |
| ATLAS WEALTH HOLDINGS CORPORATION | DE | MEMBER | E | Control |
| CONSOLIDATED INVESTMENT MANAGEMENT LLC | DE | MEMBER | E | Control |
| CONSOLIDATED INVESTMENT MANAGEMENT LLC | DE | MEMBER | E | Control |
| CONSOLIDATED INVESTMENT MANAGEMENT LLC | DE | MEMBER | E | Control |
| CONSOLIDATED INVESTMENT MANAGEMENT LLC | DE | MEMBER | E | Control |
| CONSOLIDATED INVESTMENT MANAGEMENT LLC | DE | MEMBER | E | Control |
| CONSOLIDATED INVESTMENT MANAGEMENT LLC | DE | MEMBER | E | Control |
| CONSOLIDATED INVESTMENT MANAGEMENT LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ATLAS ONE HOLDINGS LLC | DE | CONSOLIDATED INVESTEMENT MANAGEMENT LLC | E | Control |
| ATLAS ONE HOLDINGS LLC | DE | CONSOLIDATED INVESTEMENT MANAGEMENT LLC | E | Control |
| ATLAS ONE HOLDINGS LLC | DE | CONSOLIDATED INVESTEMENT MANAGEMENT LLC | E | Control |
| ATLAS ONE HOLDINGS LLC | DE | CONSOLIDATED INVESTEMENT MANAGEMENT LLC | E | Control |
| ATLAS ONE HOLDINGS LLC | DE | CONSOLIDATED INVESTEMENT MANAGEMENT LLC | E | Control |
| ATLAS ONE HOLDINGS LLC | DE | CONSOLIDATED INVESTEMENT MANAGEMENT LLC | E | Control |
| ATLAS ONE HOLDINGS LLC | DE | CONSOLIDATED INVESTEMENT MANAGEMENT LLC | E | Control |
| KALB, DANIEL | I | ATLAS WEALTH HOLDINGS CORPORATION | C | Control |
| KALB, DANIEL | I | ATLAS WEALTH HOLDINGS CORPORATION | C | Control |
| KALB, DANIEL | I | ATLAS WEALTH HOLDINGS CORPORATION | C | Control |
| KALB, JORGE | I | ATLAS WEALTH HOLDINGS CORPORATION | C | Control |
| KALB, JORGE | I | ATLAS WEALTH HOLDINGS CORPORATION | C | Control |
| KALB, JORGE | I | ATLAS WEALTH HOLDINGS CORPORATION | C | Control |
| WEISS, PAUL, DAVID | I | ATLAS WEALTH HOLDINGS CORPORATION | C | Control |
| WEISS, PAUL, DAVID | I | ATLAS WEALTH HOLDINGS CORPORATION | C | Control |
| WEISS, PAUL, DAVID | I | ATLAS WEALTH HOLDINGS CORPORATION | C | Control |
Registrations
Federal
IA
Aug 30, 2012 REGISTERED
Notice Filings (6)
CT DE FL NY PR VA
Address
200 SOUTH BISCAYNE BOULEVARDSUITE 4400
MIAMI, FL 33131
United States
Phone: 305-960-9991