Atala Financial Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$362,608,457
Clients
67
Advisors
2
of 3 employees
About
ATALA Financial provides investment management, financial planning, and business consulting primarily for individual and high‑net‑worth clients, and also serves corporations, pension/profit‑sharing plans, estates and trusts. Services include discretionary portfolio management, investment analysis, financial planning, and facilitation of private placement investments and alternative vehicles.
The firm combines quantitative, fundamental, technical and economic analysis to construct tailored portfolios and uses mean‑variance optimization and active monitoring to align holdings with client goals. ATALA implements a range of instruments — including options and other derivatives in managed accounts — and conducts detailed due diligence and ongoing operational support for private placements and pooled vehicles, coordinating capital calls, distributions and consolidated reporting for investors.
Distinctive features include a material role as adviser to private pooled funds and the firm’s use of performance‑based compensation at the fund level, which the firm discloses and seeks to mitigate by offsetting advisory fees for impacted clients. ATALA also emphasizes institutional due diligence practices (attendance at manager webinars and meetings) and references third‑party ratings in its public materials; its combination of roughly $370 million in AUM with a two‑advisor team and a limited client roster reflects a relatively concentrated operational model compared with many peers.
Client services
Expertise
Fee options
Flat quarterly or annual fees agreed upon depending on scope and complexity of client needs.
Up to 2% annually, varying by strategy and negotiated per client
Financial planning fees generally do not exceed $2,000 per hour.
10% carried interest on liquidation distributions from Private Funds for accredited investors.
Account minimum: $2,500,000 Fee-only: Flat fee financial planning fees generally do not exceed $2,000 per hour, negotiable and may be waived or reduced.
Main office
23912 Aspen Way
Calabasas CA 91302
Advisors at this office
2
Most active in
Arizona · California · Florida · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Shawn P
Series 63, Series 66
Calabasas, CA
Atala Financial Inc
Shawn Patt is a financial advisor at Atala Financial Inc with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley and City National Bank. Outside of advising, Patt is a professor at UCLA Anderson School of Management, teaching business and finance courses, and is the CEO of Fantasy Clubhouse, a business connecting professional athletes with fans through golf. He is also involved in financial education through authoring textbooks and serving on the CPWA Certification Commission. Atala Financial provides portfolio management, financial planning, and business consulting primarily to individual and high-net-worth clients, as well as institutions such as pension plans and trusts. The firm employs a multi-faceted investment approach combining quantitative, fundamental, technical, and economic analysis, with a focus on discretionary strategies including listed securities, derivatives, and private investments.
Michael S
Series 65
Calabasas, CA
Atala Financial Inc
Michael Salam is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Atala Financial Inc. and previously worked at Pacificfront Capital, LLC and Shmellins. Atala Financial provides investment management, financial planning, and business consulting primarily for individual and high-net-worth clients, as well as corporations, pension/profit-sharing plans, estates, and trusts. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to construct tailored portfolios and employs active monitoring and mean-variance optimization to align holdings with client goals.
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