Atlas Capital Advisors Overview
- Service
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Other Service Provider Type
- Year Founded
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2003
- Employees
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16
Atlas Capital Advisors General Information
Description
Founded in 2003, Atlas Capital Advisors is a Registered Investment Advisory firm based in San Francisco, California. The firm constructs equity portfolios tailored to clients' tax situations, values, and risk profiles. The firm offers strategies including factor investing, direct indexing, tax-loss harvesting, and long-short investing through separately managed accounts.
Contact Information
Website
www.atlasca.comYear Founded
Corporate Office
- 38 Keyes Avenue
- Suite 200
- San Francisco, CA 94129
- United States
Atlas Capital Advisors Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Atlas Capital Advisors FAQs
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When was Atlas Capital Advisors founded?
Atlas Capital Advisors was founded in 2003.
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Where is Atlas Capital Advisors headquartered?
Atlas Capital Advisors is headquartered in San Francisco, CA.
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What is the size of Atlas Capital Advisors?
Atlas Capital Advisors total number of employees/professionals is 16.
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What service provider type is Atlas Capital Advisors?
Atlas Capital Advisors's service provider type is Other Service Provider Type.
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What companies has Atlas Capital Advisors invested in or acquired?
Atlas Capital Advisors has invested in or acquired companies like Naiku, BlueRidge Bank, and Hamilton State Bancshares.
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