A
Atrato Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$86,887,091
Total clients
11
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$7,898,826
About
Atrato Asset Management LLC provides discretionary and non‑discretionary investment advisory and family office services to wealthy family groups, high‑net‑worth individuals and related entities. The firm assists with portfolio construction, strategic and tactical asset allocation, manager selection and ongoing investment oversight across a broad set of securities and private investments.
AAM typically operates in a non‑discretionary capacity and reported that all client assets were managed on a non‑discretionary basis as of December 31, 2024, meaning it normally makes recommendations that clients approve and implement. The firm uses both fundamental and cyclical analysis, allocates to third‑party managers and private funds as appropriate, and provides periodic reviews, rebalancing and family office services such as estate and tax planning for complex client relationships.
Noteworthy features include AAM’s role as adviser and member to two private limited liability companies formed to manage a specific individual’s funds; those closed LLCs compensate the advisor with a performance‑based allocation that is calculated annually and subject to a high‑water‑mark, an arrangement uncommon for peers of this size. The firm’s client mix is concentrated among HNW and family office relationships rather than mass‑market individual clients, and it frequently recommends investments through unaffiliated managers and private placements.
Client services
Financial planning
Portfolio management
Investment consulting services; family office services
Investment consulting services; family office services
Fee options
$0 - $10,000,000: 1.00% annually $10,000,001+: Negotiable
Performance allocation of 20% of realized or unrealized gains for certain LLC clients, only available to Qualified Clients with $1,100,000 under management or net worth of $2,200,000
Account minimum: $1,000,000 (may be waived at Advisor's discretion) Minimum fee: Annual retainer fee minimum prepayment of $2,500 per quarter billed quarterly in advance Fee-only: Annual retainer fee or asset-based fees; fees negotiated based on services, complexity, etc.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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