RIA Intelligence

ATALA FINANCIAL INC

CRD #318371 SEC #801-123628 CALABASAS, CA 310.570.2573
SEC Registered Private Funds
Total AUM
$318.6M
Discretionary
$289.6M
Employees
3
Clients
26
Accounts
255

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 6, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PATT, SHAWN, SHYAMAICEO, CCOE Control
PATT, SHAWN, SHYAMAICEO, CCOE Control
PATT, SHAWN, SHYAMAICEO, CCOE Control
PATT, SHAWN, SHYAMAICEO, CCOE Control
PATT, SHAWN, SHYAMAICEO, CCOE Control
PATT, SHAWN, SHYAMAICEO, CCOE Control
PATT, SHAWN, SHYAMAICEO, CCOE Control
PATT, SHAWN, SHYAMAICEO, CCOE Control

Registrations

Federal

IA
Oct 6, 2025 REGISTERED

Notice Filings (4)

AZ CA FL NC

Address

23912 ASPEN WAY
CALABASAS, CA 91302
United States
Phone: 310.570.2573