Atla Capital Management LLC

Atla Capital Management LLC is a financial advisory firm founded in 2020 by John G. Haskell, who serves as the majority member and Manager. The firm specializes in providing investment management services to clients through a private fund, separately managed accounts, and consulting services for institutional clients. The private fund, Atla Global Urbanization Listed Fund, LP, focuses on capital appreciation and income by investing in equity securities of companies operating in emerging markets with real estate assets. The firm also offers tailored investment strategies for separately managed accounts based on client needs and mandates. For the private fund, Atla charges an annual management fee of 1.5% of the Limited Partner's Capital Account balance and may receive performance-based profit allocations. The minimum initial investment for Limited Partners is $50,000. The firm manages discretionary assets under management totaling $41,669,620 as of December 31, 2024. Atla's fee structure for separately managed accounts is individually negotiated with clients and can include various fee options such as a percentage of assets under management, fixed fees, or performance-based fees. Atla is a fiduciary acting in the best interests of its clients and exercises investment discretion over client accounts. The firm follows a fundamental analysis-based, value investment approach for stock selection and discloses potential risks associated with investing in securities. Atla does not have any disciplinary information to disclose and maintains a Code of Ethics to ensure compliance with applicable laws and regulations. The firm also provides clients with periodic account reviews and reports to keep them informed about their investments. Clients' personal information is protected through security measures in compliance with federal law. For more information, clients can contact John G. Haskell at Atla Capital Management LLC.