ATLAS LEGACY ADVISORS LLC
CRD #329888 SEC #801-129575 LOS ANGELES, CA 310-707-1275
SEC Registered
Total AUM
$629.8M
Discretionary
$621.6M
Employees
6
Clients
0
Accounts
730
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MAXEY, SUSAN, WONG | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| MAXEY, SUSAN, WONG | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| MAXEY, SUSAN, WONG | I | CHIEF OPERATING OFFICER | NA | Control |
| MAXEY, SUSAN, WONG | I | CHIEF OPERATING OFFICER | NA | Control |
| MAXEY, SUSAN, WONG | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| MAXEY, SUSAN, WONG | I | CHIEF OPERATING OFFICER | NA | Control |
| MOLINAR, BRYAN, GREGORY | I | MEMBER | NA | Control |
| MOLINAR, BRYAN, GREGORY | I | MEMBER | NA | Control |
| MOLINAR, BRYAN, GREGORY | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOLINAR, BRYAN, GREGORY | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOLINAR, BRYAN, GREGORY | I | MEMBER | NA | Control |
| MOLINAR, BRYAN, GREGORY | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENBACH, MARC, M | I | MEMBER/FOUNDER/MANAGING PARTNER | NA | Control |
| ROSENBACH, MARC, M | I | MEMBER/FOUNDER/MANAGING PARTNER | NA | Control |
| ROSENBACH, MARC, M | I | MEMBER/FOUNDER/MANAGING PARTNER | NA | Control |
| MR ATLAS LEGACY INC. | DE | MANAGING MEMBER | E | Control |
| MR ATLAS LEGACY INC. | DE | MANAGING MEMBER | E | Control |
| MR ATLAS LEGACY INC. | DE | MANAGING MEMBER | E | Control |
| ROSENBACH, MARC, M | I | MANAGING MEMBER | E | Control |
| ROSENBACH, MARC, M | I | MANAGING MEMBER | E | Control |
| ROSENBACH, MARC, M | I | MANAGING MEMBER | E | Control |
| BM ATLAS LEGACY, INC. | DE | MEMBER | A | Control |
| BM ATLAS LEGACY, INC. | DE | MEMBER | A | Control |
| BM ATLAS LEGACY, INC. | DE | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ROSENBACH FAMILY TRUST UA DTD 04/14/2000 | DE | MR ATLAS LEGACY INC. | E | Control |
| ROSENBACH FAMILY TRUST UA DTD 04/14/2000 | DE | MR ATLAS LEGACY INC. | E | Control |
| MOLINAR, BRYAN, GREGORY | I | BM ATLAS LEGACY, INC. | D | Control |
| MOLINAR, BRYAN, GREGORY | I | BM ATLAS LEGACY, INC. | D | Control |
| Molinar, Samantha | I | BM ATLAS LEGACY, INC. | D | |
| Molinar, Samantha | I | BM ATLAS LEGACY, INC. | D | |
| ROSENBACH, MARC, M | I | ROSENBACH FAMILY TRUST UA DTD 04/14/2000 | D | Control |
| ROSENBACH, MARC, M | I | ROSENBACH FAMILY TRUST UA DTD 04/14/2000 | D | Control |
| Rosenbach, Michelle | I | ROSENBACH FAMILY TRUST UA DTD 04/14/2000 | D | |
| Rosenbach, Michelle | I | ROSENBACH FAMILY TRUST UA DTD 04/14/2000 | D |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (4)
CA FL NJ TX
Address
1999 AVENUE OF THE STARSSUITE 3350
LOS ANGELES, CA 90067
United States
Phone: 310-707-1275