Atlanta Capital Management Company, L.L.C. (Atlanta)

Name: Atlanta Capital Management Company, L.L.C.
Address: 1075 Peachtree Street Ne, Atlanta, GA, 30309 3912
Telephone: 404-876-9411

Atlanta Capital Management Company, L.L.C. is a large advisory firm based in Atlanta. It manages $19.22 billion of regulatory assets for 2,714 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Atlanta Capital Management Company, L.L.C provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and 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.

Atlanta Capital Management Company, L.L.C: assets under management

The assets under management (AUM) of Atlanta Capital Management Company, L.L.C. is $19.22 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 217% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $19.22 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.08 million each.

Investments

The firm invests in exchange traded securities the most. They account for 83% of the total AUM. The second-largest asset type is government bonds, which make up 8% of the firm’s portfolio. Investments in other assets form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Atlanta Capital Management Company, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Atlanta Capital Management Company, L.L.C serves?

The firm provides services to insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Atlanta Capital Management Company, L.L.C is investment companies with 4 clients and $13.15 billion of assets under management. Among the 12 most similar advisory firms, Atlanta Capital Management Company, L.L.C has the 3rd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $19.13 billion for 2,707 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Atlanta Capital Management Company, L.L.C also advises several private funds.

Careers at Atlanta Capital Management Company, L.L.C.

The company employs 40 people that are either part- or full-time employees. 30 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates 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
Llc Atlanta Capital Management Holdings	Minority owner of atlanta capital management company, llc	1 Sep 2001	Other	58-2654229
Eaton Vance Acquisitions	Majority owner of atlanta capital management company, llc	1 Sep 2001	75% - 100%	04-6948403
Dan Boone	Managing partner	1 Sep 2001	Other	2815471
William Royal Hackney	Managing partner	1 Sep 2001	Other	713905
Walter Fred Reames	Managing partner	1 Sep 2001	Other	4360679
James Benjamin Hawkes	Manager	1 Sep 2001	Other	1788327
Eaton Vance Acquisitions Business Trust	70% owner of atlanta capital management company, llc	1 Sep 2001	50% - 75%	04-6948403
Ray Kelly Williams	Vice president-chief compliance officer	1 Jan 2004	Other	4754116
Ray Kelly Williams	President-chief compliance officer	1 Nov 2006	Other	4754116
Thomas E. Faust	Manager	1 Nov 2007	Other	2843249
Jeffrey Paul Beale	Manager	1 Nov 2007	Other	4125134
Duncan William Richardson	Manager	1 Nov 2007	Other	3168831
L.P. Atlanta Capital	Minority owner of atlanta capital management company, llc	1 Nov 2008	Other	26-3664135
Charles Bass Reed	Managing director/manager	1 Sep 2009	Other	4655361
James Anthony Womack	Managing director	1 Sep 2009	Other	5751016
Richard Bradley England	Managing director/manager	1 Sep 2009	Other	5132571
Laurie Greenwald Hylton	Manager	1 Mar 2012	Other	3243565
Frederick Stewart Marius	Manager	1 Oct 2013	Other	3228364

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Eaton Vance Inc.	Sole trustee of evm and evbt	1 Jan 2001	Other	04-3101341
Eaton Vance Business Trust("Evbt")	Evbt wholly owns evm	1 Jan 2001	Other	04-6936497
Eaton Vance Corp.	Wholly owns eva	1 Jan 2001	Other	04-2718215
Eaton Vance Corp. ("Evc")	Evc wholly owns evabt	1 Jan 2001	Other	04-2718215
Eaton Vance Management	Evm wholly owns evabt	1 Aug 2001	75% - 100%	104859
Eaton Vance Corp. ("Evc")	Evc, a corporation, wholly owns eva	1 Jul 2004	Other	04-2718215
Ray Kelly Williams	Manager of atlanta capital management holdings, llc	1 Nov 2007	Other	4754116

Based in Atlanta

The principal office where Atlanta Capital Management Company, L.L.C. performs its advisory services is located at 1075 Peachtree Street Ne, Atlanta, GA 30309 3912, 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 404-876-9411 or by fax 404-872-1672. The normal business hours are 9:00 am to 5:00 to pm on Monday - Friday. You can find more information about the New York firm at atlcap.com and its LinkedIn profile.