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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

ATLAS FAMILY OFFICE LLC

CRD 172114

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:088496e3-9119-e7b7-3772-5c958577b7ea

Data as of Mar 29, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 1
On other graphs: 0
Observed: Sep 17, 2014 to Mar 29, 2016
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2016-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 5
Advisory employees: 1
Accounts: 0
SEC number: 801-80369
CRD: 172114
Filings on the tape: 5
First filed: Sep 17, 2014
Latest filed: Mar 29, 2016
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EMIGRANT BANCORP	PARENT CORPORATION	E	yes	12/2003	Sep 17, 2014	Mar 29, 2016
EMIGRANT BANK	PARENT CORPORATION	D	yes	12/2009	Oct 7, 2014	Mar 29, 2016
HPM PARTNERS LLC	Member	E	yes	04/2014	Sep 17, 2014	Mar 29, 2016
LEONARD, IRVIN, ALAN	Manager	F	yes	08/2009	Sep 17, 2014	Mar 29, 2016
MISCINSKI, KURT, PATRICK	President	F	yes	10/2009	Sep 17, 2014	Mar 29, 2016
ROSENBAUM, MOSHE	President	Na	yes	07/2014	Sep 17, 2014	Mar 29, 2016
ROSENBAUM, MOSHE	MANAGING MEMBER	E	yes	03/2014	Sep 17, 2014	Mar 29, 2016
AMAN GLOBAL FAMILY OFFICE LLC	Member	B	no	04/2014	Sep 17, 2014	Mar 29, 2016
GEORGE-HARIK, LORRAINE, FRIEDA	CHIEF MARKETING OFFICER	Na	no	07/2014	Sep 17, 2014	Mar 29, 2016
SECO, ROBERT, JOSEPH	CHIEF COMPLIANCE OFFICER	Na	no	07/2014	Sep 17, 2014	Mar 29, 2016

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HPM PARTNERS LLC	n/a	Independent wealth	$162B	Y	yes	n/a
RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC	n/a	Institutional manager	$40B	N	yes	n/a
PENSION ARCHITECTS ADVISORY GROUP LLC	n/a	Former SEC adviser	$413M	N	yes	n/a
HPM PARTNERS ADVISOR ALLIANCE LLC	n/a	Former SEC adviser	$92.4M	N	yes	n/a
COMRIE FAMILY OFFICE LLC	n/a	Former SEC adviser	$85.6M	N	yes	n/a
EMIGRANT BANCORP	n/a	n/a	n/a	Y	no	n/a
GSP SECURITIES LLC	n/a	n/a	n/a	N	yes	n/a
NEW YORK PRIVATE BANK AND TRUST	n/a	n/a	n/a	Y	no	n/a
NEW YORK PRIVATE TRUST COMPANY LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 29, 2016	$0	$0	5	1	n/a	n/a	n/a
2014	Mar 31, 2015	$0	$0	5	1	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$0	$0	n/a	n/a	n/a	5	5	n/a	n/a

Relationships

Affiliated with (6)

→ CERITY PARTNERS LLCRegistered adviserother investment adviser, control, common control
factForm ADV
→ HPM PARTNERS ADVISOR ALLIANCE LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CERITY PARTNERS RETIREMENT PLAN CONSULTANTSRegistered adviserother investment adviser, common control
factForm ADV
→ PENSION ARCHITECTS ADVISORY GROUP LLCRegistered adviserother investment adviser, common control
factForm ADV
→ COMRIE WEALTH MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
← COMRIE WEALTH MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← HPM PARTNERS LLCOwnerMEMBER, ownership code E, domestic entity
Sep 17, 2014 to presentfactForm ADV
← MISCINSKI, KURT, PATRICKOwnerPRESIDENT, ownership code F, individual
Sep 17, 2014 to presentfactForm ADV
← LEONARD, IRVIN, ALANOwnerMANAGER, ownership code F, individual
Sep 17, 2014 to presentfactForm ADV
← ROSENBAUM, MOSHEOwnerMANAGING MEMBER, ownership code E, individual
Sep 17, 2014 to presentfactForm ADV
← EMIGRANT BANCORPOwnerPARENT CORPORATION, ownership code E, domestic entity
Sep 17, 2014 to presentfactForm ADV
← EMIGRANT BANKOwnerPARENT CORPORATION, ownership code D, domestic entity
Oct 7, 2014 to presentfactForm ADV

Owns (3)

← GEORGE-HARIK, LORRAINE, FRIEDAOwnerCHIEF MARKETING OFFICER, ownership code NA, individual
Sep 17, 2014 to presentfactForm ADV
← SECO, ROBERT, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 17, 2014 to presentfactForm ADV
← AMAN GLOBAL FAMILY OFFICE LLCOwnerMEMBER, ownership code B, domestic entity
Sep 17, 2014 to presentfactForm ADV

Dated events

Occurred
Sep 17, 2014
First Form ADV filing
Atlas Family Office Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:088496e3-9119-e7b7-3772-5c958577b7ea
First observed: Sep 17, 2014
Last observed: Mar 29, 2016 127 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ATLAS FAMILY OFFICE LLC

CRD 172114

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:088496e3-9119-e7b7-3772-5c958577b7ea

Data as of Mar 29, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EMIGRANT BANCORP

PARENT CORPORATION

yes

12/2003

Sep 17, 2014

Mar 29, 2016

EMIGRANT BANK

PARENT CORPORATION

yes

12/2009

Oct 7, 2014

Mar 29, 2016

HPM PARTNERS LLC

Member

yes

04/2014

Sep 17, 2014

Mar 29, 2016

LEONARD, IRVIN, ALAN

Manager

yes

08/2009

Sep 17, 2014

Mar 29, 2016

MISCINSKI, KURT, PATRICK

President

yes

10/2009

Sep 17, 2014

Mar 29, 2016

ROSENBAUM, MOSHE

President

yes

07/2014

Sep 17, 2014

Mar 29, 2016

ROSENBAUM, MOSHE

MANAGING MEMBER

yes

03/2014

Sep 17, 2014

Mar 29, 2016

AMAN GLOBAL FAMILY OFFICE LLC

Member

04/2014

Sep 17, 2014

Mar 29, 2016

GEORGE-HARIK, LORRAINE, FRIEDA

CHIEF MARKETING OFFICER

07/2014

Sep 17, 2014

Mar 29, 2016

SECO, ROBERT, JOSEPH

CHIEF COMPLIANCE OFFICER

07/2014

Sep 17, 2014

Mar 29, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HPM PARTNERS LLC

n/a

Independent wealth

$162B

yes

n/a

RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC

n/a

Institutional manager

$40B

yes

n/a

PENSION ARCHITECTS ADVISORY GROUP LLC

n/a

Former SEC adviser

$413M

yes

n/a

HPM PARTNERS ADVISOR ALLIANCE LLC

n/a

Former SEC adviser

$92.4M

yes

n/a

COMRIE FAMILY OFFICE LLC

n/a

Former SEC adviser

$85.6M

yes

n/a

EMIGRANT BANCORP

n/a

GSP SECURITIES LLC

n/a

yes

n/a

NEW YORK PRIVATE BANK AND TRUST

n/a

NEW YORK PRIVATE TRUST COMPANY LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 29, 2016

n/a

2014

Mar 31, 2015

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

n/a