ATLAS ONE ASSET MANAGEMENT, LLC
CRD #168447 SEC #801-78351 MIAMI, FL 305-960-1902
SEC Registered
Total AUM
$29M
Discretionary
$0
Employees
2
Clients
--
Accounts
3
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2014
- 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 |
|---|---|---|---|---|
| ATLAS ONE HOLDINGS, LLC | DE | MEMBER | NA | |
| 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 |
| 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 | 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 | CHIEF COMPLIANCE OFFICER | NA | |
| ORTEGA, JOSE, FELIPE | I | INVESTMENT ADVISER REPRESENTATIVE | NA | |
| ORTEGA, JOSE, FELIPE | I | INVESTMENT ADVISER REPRESENTATIVE | NA | |
| ORTEGA, JOSE, FELIPE | I | INVESTMENT ADVISOR | NA | |
| ORTEGA, JOSE, FELIPE | I | INVESTMENT ADVISOR | NA | |
| ORTEGA, JOSE, FELIPE | I | INVESTMENT ADVISOR | NA | |
| ORTEGA, JOSE, FELIPE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ORTEGA, JOSE, FELIPE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ORTEGA, JOSE, FELIPE | I | INVESTMENT ADVISER REPRESENTATIVE | NA | |
| ORTEGA, JOSE, FELIPE | I | INVESTMENT ADVISOR | NA | |
| ATLAS ONE HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| ATLAS ONE HOLDINGS, LLC | DE | MEMBER | E | |
| ATLAS ONE HOLDINGS, LLC | DE | MEMBER | E | Control |
| ATLAS ONE HOLDINGS, LLC | DE | MEMBER | E | |
| ATLAS ONE HOLDINGS, LLC | DE | MEMBER | E | |
| ATLAS ONE HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| ATLAS ONE HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| ATLAS ONE HOLDINGS, LLC | DE | MEMBER | E | Control |
| CONSOLIDATED INVESTMENT MANAGEMENT | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ATLAS ONE HOLDINGS, LLC | DE | CONSOLIDATED INVESTMENT MANAGEMENT, LLC | E | Control |
Registrations
Federal
IA
Mar 17, 2014 REGISTERED
Notice Filings (1)
FL
Address
200 S. BISCAYNE BLVDSUITE 1860
MIAMI, FL 33131
United States
Phone: 305-960-1902