Atalanta Sosnoff Capital, LLC

Atalanta Sosnoff Capital, LLC, a registered investment advisor established in January 1981, specializes in providing separate account investment management services. The firm is majority-owned by senior executives Craig Steinberg, Robert Ruland, and Matthew Ward, with a minority ownership by Evercore Partners Services East, LLC. Atalanta Sosnoff Capital offers discretionary investment advisory services to various clients, including individuals, trusts, tax-exempt funds, charitable organizations, and corporations. The firm manages assets for separately managed accounts and Atalanta Variable Fund, L.P., providing services based on client financial goals and objectives. Investment decisions are made by the Investment Committee and Fixed Income Committee. The firm charges fees based on a percentage of assets under management, with fees ranging from 0.20% to 1.00% per annum. Minimum account sizes are $100,000 for individual accounts and $500,000 for institutional accounts, with the ability to waive these requirements. Atalanta Sosnoff Capital does not charge performance-based fees, acts as a fiduciary, and exercises investment discretion for client accounts. The firm's investment strategies focus on equity, balanced, and fixed income portfolios, with a risk of loss disclaimer provided to clients. Clients' assets are held by qualified custodians, and the firm maintains strict privacy policies to safeguard client information.