Atlantic Capital Strategies, Inc. (Bedford)

Name: Atlantic Capital Strategies, Inc.
Address: 8 Birchwood Drive, Bedford, MA, 01730
Telephone: 781-276-4966

Atlantic Capital Strategies, Inc. is a large advisory firm based in Bedford. It manages $1.89 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Massachusetts.

Atlantic Capital Strategies provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Atlantic Capital Strategies: assets under management

The assets under management (AUM) of Atlantic Capital Strategies, Inc. is $1.89 billion. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in government bonds the most. They account for 66% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 15% of the firm’s portfolio. Investments in state and local bonds form 15% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Atlantic Capital Strategies, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Atlantic Capital Strategies serves?

The firm provides services to charitable organizations and banking or thrift institutions. The largest group of clients of Atlantic Capital Strategies is banking or thrift institutions with 13 clients and $1.89 billion of assets under management. Among the 7 most similar advisory firms, Atlantic Capital Strategies has the highest percentage of banking or thrift institutions out of all clients.

The amount of regulatory assets under management is $1.89 billion for 15 clients. None of the firm’s clients are foreign persons or businesses.

Atlantic Capital Strategies doesn't advise any private funds.

Careers at Atlantic Capital Strategies, Inc.

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Bacon Segal	Chief executive officer / chief compliance officer	1 Mar 2008	75% - 100%	4354101

Based in Bedford

The principal office where Atlantic Capital Strategies, Inc. performs its advisory services is located at 8 Birchwood Drive, Bedford, MA 01730, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-276-4966 or by fax 781-276-4988. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at atlanticcapitalstrategies.com.