DFX Intelligence

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

ATLANTIC CAPITAL MANAGEMENT INC.

CRD 112998

AMHERST, 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:1fdd2c53-be13-478e-b76c-5b06d9f46974

Data as of Mar 16, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2012 to Mar 16, 2020
10 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: $25.3MItem 5.F on the latest filing (2020-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $25.3M
Private client RAUM: $25.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 28
Individual clients: 10
High net worth clients: 8
SEC number: 801-19111
CRD: 112998
Filings on the tape: 10
First filed: Mar 23, 2012
Latest filed: Mar 16, 2020
Organised: Corporation, New York

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
CAMMARATA, JAMES, ALFRED	CHAIRMAN OF THE BOARD, CEO	D	yes	03/2004	Mar 23, 2012	Mar 16, 2020
TOOLE, WM., DENNIS	DIRECTOR, PRES., SEC.-TREAS., CHIEF COMPLIANCE OFFICER	D	yes	03/2004	Mar 23, 2012	Mar 16, 2020

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
2019	Mar 16, 2020	$25.3M	$25.3M	3	2	0	n/a	n/a
2018	Mar 28, 2019	$25.1M	$25.1M	3	2	0	n/a	n/a
2017	Mar 29, 2018	$28.7M	$28.7M	4	3	0	n/a	n/a
2016	Mar 24, 2017	$27.1M	$27.1M	4	3	n/a	n/a	n/a
2015	Mar 22, 2016	$26.3M	$26.3M	4	3	n/a	n/a	n/a
2014	Jan 14, 2015	$26.4M	$26.4M	4	3	n/a	n/a	n/a
2013	Mar 31, 2014	$26.9M	$26.9M	4	3	n/a	n/a	n/a
2012	Mar 22, 2013	$39.6M	$39.6M	4	4	n/a	n/a	n/a
2011	Mar 23, 2012	$35.4M	$35.4M	n/a	n/a	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
2019	$25.3M	$25.1M	0.7%	$27.1M	-2.3%	3	3	0	0

Relationships

Controls (2)

← CAMMARATA, JAMES, ALFREDOwnerCHAIRMAN OF THE BOARD, CEO, ownership code D, individual
Mar 23, 2012 to presentfactForm ADV
← TOOLE, WM., DENNISOwnerDIRECTOR, PRES., SEC.-TREAS., CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 23, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1fdd2c53-be13-478e-b76c-5b06d9f46974
First observed: Mar 23, 2012
Last observed: Mar 16, 2020 79 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.

ATLANTIC CAPITAL MANAGEMENT INC.

CRD 112998

AMHERST, 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:1fdd2c53-be13-478e-b76c-5b06d9f46974

Data as of Mar 16, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:45 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAMMARATA, JAMES, ALFRED

CHAIRMAN OF THE BOARD, CEO

yes

03/2004

Mar 23, 2012

Mar 16, 2020

TOOLE, WM., DENNIS

DIRECTOR, PRES., SEC.-TREAS., CHIEF COMPLIANCE OFFICER

yes

03/2004

Mar 23, 2012

Mar 16, 2020

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 16, 2020

$25.3M

n/a

2018

Mar 28, 2019

$25.1M

n/a

2017

Mar 29, 2018

$28.7M

n/a

2016

Mar 24, 2017

$27.1M

n/a

2015

Mar 22, 2016

$26.3M

n/a

2014

Jan 14, 2015

$26.4M

n/a

2013

Mar 31, 2014

$26.9M

n/a

2012

Mar 22, 2013

$39.6M

n/a

2011

Mar 23, 2012

$35.4M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$25.3M

$25.1M

0.7%

$27.1M

-2.3%