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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

ATALANTA SOSNOFF MANAGEMENT, LLC

CRD 11085

NEW YORK, NY

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Search this name across graphsid dfx:ria:84a54ec1-a80f-5470-c825-deaca32b6cf2

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 8
On other graphs: 0
Observed: Mar 8, 2012 to Mar 31, 2026
20 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: other adviserderivedprivate_client_share=0.07 fund_share=0.0 institutional_share=0.03 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $3.9BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.9B
Private client RAUM: $289MderivedItem 5.D individuals plus high net worth individuals
Private client share: 7%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $3.9Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 37
Advisory employees: 8
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 597
Individual clients: 78
High net worth clients: 87
SEC number: 801-22856
CIK: 811447
CRD: 11085
Filings on the tape: 20
First filed: Mar 8, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, NY
Website: atalantasosnoff.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Jason Benton Stewart	n/a	NEW YORK, NY \| Redwood City, CA	0	24	5	no

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
ATALANTA SOSNOFF CAPITAL, LLC	MANAGING MEMBER, PARENT	E	yes	06/1986	Mar 8, 2012	Mar 29, 2024
EVERCORE PARTNERS SERVICES EAST, LLC	Member	C	yes	05/2010	Mar 8, 2012	Mar 29, 2024
KUCHLER, MICHAEL, RICHARD	CHIEF COMPLIANCE OFFICER/ CHIEF OPERATING OFFICER/ CHIEF FINANCIAL OFFICER	Na	yes	09/2022	Sep 14, 2022	Mar 29, 2024
RULAND, ROBERT, FRED	MEMBER, DIRECTOR OF RESEARCH, PORTFOLIO MANAGER, CO-CIO OF EQUITIES	Na	yes	05/2010	Mar 8, 2012	Mar 29, 2024
STEINBERG, CRAIG, B	MEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER	Na	yes	05/2010	Mar 8, 2012	Mar 29, 2024
WARD, MATTHEW, WARING	PORTFOLIO MANAGER, CO-CIO OF EQUITIES	Na	yes	01/2021	Mar 23, 2021	Mar 29, 2024

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
EVERCORE WEALTH MANAGEMENT, LLC	n/a	Independent wealth	$16B	N	yes	n/a
ATALANTA SOSNOFF CAPITAL, LLC	n/a	Institutional manager	$5.0B	Y	yes	n/a
EVERCORE GROUP L.L.C.	n/a	n/a	n/a	N	yes	n/a
EVERCORE TRUST COMPANY, N.A.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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
2025	Mar 31, 2026	$3.9B	$3.9B	37	8	3	n/a	n/a
2024	Mar 26, 2025	$3.5B	$3.5B	37	7	3	n/a	n/a
2023	Mar 29, 2024	$2.9B	$2.9B	39	7	4	n/a	n/a
2022	Mar 31, 2023	$2.5B	$2.5B	39	8	4	n/a	n/a
2021	Mar 31, 2022	$3.4B	$3.4B	39	7	3	n/a	n/a
2020	Mar 23, 2021	$2.9B	$2.9B	37	6	2	n/a	n/a
2019	Mar 3, 2020	$2.7B	$2.7B	39	7	4	n/a	n/a
2018	Feb 22, 2019	$2.3B	$2.3B	39	7	4	n/a	n/a
2017	Mar 14, 2018	$2.4B	$2.4B	39	7	4	n/a	n/a
2016	Mar 20, 2017	$2.6B	$910M	42	8	n/a	n/a	n/a
2015	Mar 15, 2016	$3.1B	$2.3B	43	8	n/a	n/a	n/a
2014	Mar 12, 2015	$3.6B	$2.7B	44	6	n/a	n/a	n/a
2013	Mar 14, 2014	$3.8B	$2.9B	46	7	n/a	n/a	n/a
2012	Mar 13, 2013	$3.2B	$2.5B	41	7	n/a	n/a	n/a
2011	Mar 8, 2012	$4.1B	$3.7B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

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
2025	$3.9B	$3.5B	11.9%	$2.5B	16.7%	37	37	3	3

Relationships

Affiliated with (4)

→ ATALANTA SOSNOFF CAPITAL, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV
→ EVERCORE WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← ATALANTA SOSNOFF CAPITAL, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
← EVERCORE ASSET MANAGEMENT, LLCRegistered adviser
factForm ADV

Registered with (4)

← Jason Benton StewartAdvisorregistration: current employment
Mar 24, 2026 to presentfactForm ADV
← DONN MICHAEL GOODMANAdvisorregistration: previous registration
Apr 10, 2008 to Jan 25, 2022factForm ADV
← JOSEPH VICTOR SILEOAdvisorregistration: previous registration
May 13, 2008 to Mar 31, 2011factForm ADV
← RICHARD MARESCAAdvisorregistration: previous registration
Jul 23, 2008 to Mar 31, 2011factForm ADV

Controls (6)

← STEINBERG, CRAIG, BOwnerMEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER, ownership code NA, individual
Mar 8, 2012 to Mar 29, 2024factForm ADV
← KUCHLER, MICHAEL, RICHARDOwnerCHIEF COMPLIANCE OFFICER/ CHIEF OPERATING OFFICER/ CHIEF FINANCIAL OFFICER, ownership code NA, individual
Sep 14, 2022 to Mar 29, 2024factForm ADV
← WARD, MATTHEW, WARINGOwnerPORTFOLIO MANAGER, CO-CIO OF EQUITIES, ownership code NA, individual
Mar 23, 2021 to Mar 29, 2024factForm ADV
← RULAND, ROBERT, FREDOwnerMEMBER, DIRECTOR OF RESEARCH, PORTFOLIO MANAGER, CO-CIO OF EQUITIES, ownership code NA, individual
Mar 8, 2012 to Mar 29, 2024factForm ADV
← ATALANTA SOSNOFF CAPITAL, LLCOwnerMANAGING MEMBER, PARENT, ownership code E, domestic entity
Mar 8, 2012 to Mar 29, 2024factForm ADV
← EVERCORE PARTNERS SERVICES EAST, LLCOwnerMEMBER, ownership code C, domestic entity
Mar 8, 2012 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 31, 2023
Regulatory AUM changed
Atalanta Sosnoff Management, Llc reported RAUM $2.5B, down 28% from $3.4B (2022-09-15 to 2023-03-31)
Form ADVobserved 6 days ago
$-944M
Occurred
Sep 14, 2022
Control person left
Ercole William Dipietro (Chief Compliance Officer, Sr Vp - Director Of Client Services) no longer on Schedule A of Atalanta Sosnoff Management, Llc (listed 2022-03-31, absent 2022-09-14)
Form ADVobserved 6 days ago
Occurred
Sep 14, 2022
Control person joined
Richard Michael Kuchler (Chief Compliance Officer) appeared on Schedule A of Atalanta Sosnoff Management, Llc
Form ADVobserved 6 days ago
Occurred
Mar 1, 2022
Control person left
Sean Kevin Kelly (Member, Chief Operating Officer, Chief Financial Officer, Chief Compliance Officer) no longer on Schedule A of Atalanta Sosnoff Management, Llc (listed 2021-03-23, absent 2022-03-01)
Form ADVobserved 6 days ago
Occurred
Mar 1, 2022
Control person joined
Ercole William Dipietro (Chief Compliance Officer, Sr Vp - Director Of Client Services) appeared on Schedule A of Atalanta Sosnoff Management, Llc
Form ADVobserved 6 days ago
Occurred
Jan 25, 2022
Advisor changed firm
Donn Michael Goodman left Atalanta Sosnoff Management, Llc for Market Gauge Asset Management (registered 2022-06-27)
Form ADVobserved 6 days ago
Occurred
Mar 23, 2021
Control person left
Patrick John Mcmullan (Member, Portfolio Manager) no longer on Schedule A of Atalanta Sosnoff Management, Llc (listed 2020-06-18, absent 2021-03-23)
Form ADVobserved 6 days ago
Occurred
Mar 23, 2021
Control person joined
Waring Matthew Ward (Portfolio Manager) appeared on Schedule A of Atalanta Sosnoff Management, Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:84a54ec1-a80f-5470-c825-deaca32b6cf2
First observed: Mar 8, 2012
Last observed: Mar 31, 2026 5 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.

ATALANTA SOSNOFF MANAGEMENT, LLC

CRD 11085

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:84a54ec1-a80f-5470-c825-deaca32b6cf2

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Jason Benton Stewart

n/a

NEW YORK, NY | Redwood City, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ATALANTA SOSNOFF CAPITAL, LLC

MANAGING MEMBER, PARENT

yes

06/1986

Mar 8, 2012

Mar 29, 2024

EVERCORE PARTNERS SERVICES EAST, LLC

Member

yes

05/2010

Mar 8, 2012

Mar 29, 2024

KUCHLER, MICHAEL, RICHARD

CHIEF COMPLIANCE OFFICER/ CHIEF OPERATING OFFICER/ CHIEF FINANCIAL OFFICER

yes

09/2022

Sep 14, 2022

Mar 29, 2024

RULAND, ROBERT, FRED

MEMBER, DIRECTOR OF RESEARCH, PORTFOLIO MANAGER, CO-CIO OF EQUITIES

yes

05/2010

Mar 8, 2012

Mar 29, 2024

STEINBERG, CRAIG, B

MEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER

yes

05/2010

Mar 8, 2012

Mar 29, 2024

WARD, MATTHEW, WARING

PORTFOLIO MANAGER, CO-CIO OF EQUITIES

yes

01/2021

Mar 23, 2021

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EVERCORE WEALTH MANAGEMENT, LLC

n/a

Independent wealth

$16B

yes

n/a

ATALANTA SOSNOFF CAPITAL, LLC

n/a

Institutional manager

$5.0B

yes

n/a

EVERCORE GROUP L.L.C.

n/a

yes

n/a

EVERCORE TRUST COMPANY, N.A.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$3.9B

n/a

2024

Mar 26, 2025

$3.5B

n/a

2023

Mar 29, 2024

$2.9B

n/a

2022

Mar 31, 2023

$2.5B

n/a

2021

Mar 31, 2022

$3.4B

n/a

2020

Mar 23, 2021

$2.9B

n/a

2019

Mar 3, 2020

$2.7B

n/a

2018

Feb 22, 2019

$2.3B

n/a

2017

Mar 14, 2018

$2.4B

n/a

2016

Mar 20, 2017

$2.6B

$910M

n/a

2015

Mar 15, 2016

$3.1B

$2.3B

n/a

2014

Mar 12, 2015

$3.6B

$2.7B

n/a

2013

Mar 14, 2014

$3.8B

$2.9B

n/a

2012

Mar 13, 2013

$3.2B

$2.5B

n/a

2011

Mar 8, 2012

$4.1B

$3.7B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.9B

$3.5B

11.9%

$2.5B

16.7%