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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

ATLAS ASSET MANAGEMENT LLC

CRD 173561

GUAYNABO, PR

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:cda9b241-4e8c-5a30-b979-facb1a1125f0

Data as of Dec 18, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Oct 27, 2014 to Dec 18, 2025
17 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=0.02 fund_share=0.55 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $701MItem 5.F on the latest filing (2025-12-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $393M
Private client RAUM: $13.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 2%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $234Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 19
High net worth clients: 1
Custody, client assets: $0
SEC number: 801-119872
CRD: 173561
Filings on the tape: 17
First filed: Oct 27, 2014
Latest filed: Dec 18, 2025
Organised: Limited Liability Company, PR
Website: atlasam.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
PAUL X HOPGOOD MORALES	n/a	GUAYNABO, PR	11	21	3	no
Ana Rosa Suarez	n/a	GUAYNABO, PR	5	26	2	no
PEDRO GONZALEZ-CERRUD	Chartered Financial Analyst	GUAYNABO, PR	0	33	n/a	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
HOPGOOD MORALES, PAUL, X	President	E	yes	10/2014	Oct 27, 2014	May 9, 2024
SUAREZ PESANTE, ANA, ROSA	CHIEF COMPLIANCE OFFICER	Na	yes	05/2021	Jul 6, 2021	May 9, 2024
PANDAL FERNANDEZ, JAIME	VICE PRESIDENT	B	no	10/2014	Oct 27, 2014	May 9, 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
PAUL HOPGOOD	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; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2024	Feb 13, 2025	$334M	$87.5M	3	2	n/a	n/a
2023	Jan 3, 2024	$393M	$82.7M	3	2	n/a	n/a
2022	Jan 5, 2023	$374M	$80.8M	3	3	n/a	n/a
2021	Dec 23, 2021	$255M	$105M	3	3	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
0	0	0	0.0%	0	0	0	0	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
2024	$701M	$393M	78.2%	$255M	40.0%	3	3	0	0

Relationships

Registered with (3)

← PEDRO GONZALEZ-CERRUDAdvisorregistration: current employment
Oct 1, 2025 to presentfactForm ADV
← Ana Rosa SuarezAdvisorregistration: current employment
Jun 3, 2021 to presentfactForm ADV
← PAUL X HOPGOOD MORALESAdvisorregistration: previous registration
Dec 10, 2014 to Apr 7, 2015factForm ADV

Controls (2)

← SUAREZ PESANTE, ANA, ROSAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 6, 2021 to May 9, 2024factForm ADV
← HOPGOOD MORALES, PAUL, XOwnerPRESIDENT, ownership code E, individual
Oct 27, 2014 to May 9, 2024factForm ADV

Owns (1)

← PANDAL FERNANDEZ, JAIMEOwnerVICE PRESIDENT, ownership code B, individual
Oct 27, 2014 to May 9, 2024factForm ADV

Dated events

Occurred
Dec 18, 2025
Regulatory AUM changed
Atlas Asset Management Llc reported RAUM $700.6M, up 110% from $334.0M (2025-02-13 to 2025-12-18)
Form ADVobserved 6 days ago
$367M
Occurred
Jan 5, 2023
Regulatory AUM changed
Atlas Asset Management Llc reported RAUM $373.5M, up 46% from $255.1M (2021-12-23 to 2023-01-05)
Form ADVobserved 6 days ago
$118M
Occurred
Dec 23, 2021
Regulatory AUM changed
Atlas Asset Management Llc reported RAUM $255.1M, up 66% from $154.0M (2021-07-07 to 2021-12-23)
Form ADVobserved 6 days ago
$101M
Occurred
Jul 6, 2021
Control person joined
Rosa Ana Suarez Pesante (Chief Compliance Officer) appeared on Schedule A of Atlas Asset Management Llc
Form ADVobserved 6 days ago
Occurred
Oct 27, 2014
First Form ADV filing
Atlas Asset Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cda9b241-4e8c-5a30-b979-facb1a1125f0
First observed: Oct 27, 2014
Last observed: Dec 18, 2025 9 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 ASSET MANAGEMENT LLC

CRD 173561

GUAYNABO, PR

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:cda9b241-4e8c-5a30-b979-facb1a1125f0

Data as of Dec 18, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL X HOPGOOD MORALES

n/a

GUAYNABO, PR

Ana Rosa Suarez

n/a

GUAYNABO, PR

PEDRO GONZALEZ-CERRUD

Chartered Financial Analyst

GUAYNABO, PR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOPGOOD MORALES, PAUL, X

President

yes

10/2014

Oct 27, 2014

May 9, 2024

SUAREZ PESANTE, ANA, ROSA

CHIEF COMPLIANCE OFFICER

yes

05/2021

Jul 6, 2021

May 9, 2024

PANDAL FERNANDEZ, JAIME

VICE PRESIDENT

10/2014

Oct 27, 2014

May 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PAUL HOPGOOD

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 13, 2025

$334M

$87.5M

n/a

2023

Jan 3, 2024

$393M

$82.7M

n/a

2022

Jan 5, 2023

$374M

$80.8M

n/a

2021

Dec 23, 2021

$255M

$105M

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

2024

$701M

$393M

78.2%

$255M

40.0%