Atlantica Investment Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Atlantica Investment Partners provides discretionary investment management to individuals and high‑net‑worth clients and also offers modular, consultative financial planning and consulting services. The firm operates on a fee‑only basis, charging asset‑based investment management fees and offering negotiable fixed fees for standalone financial planning engagements.
Portfolios are constructed in‑house rather than through outside managers and the firm says it applies Modern Portfolio Theory alongside fundamental, technical, and cyclical analysis when selecting investments such as stocks, bonds, mutual funds, ETFs, municipal and government securities, and cash equivalents. Accounts are managed on a discretionary basis and customized to each client’s goals, risk tolerance, time horizon, and tax considerations, with clients able to impose reasonable restrictions.
Compared with peers that lack active registered advisors, Atlantica’s combination of providing direct portfolio management for individuals and offering fixed‑fee financial planning is statistically uncommon, and the firm does not serve as a private fund adviser. The adviser is newly established and sole‑owned, reported zero assets under management at the time of filing, maintains limited custody only to facilitate fee deductions, and generally recommends Charles Schwab while disclosing it may receive non‑monetary support services from that custodian.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,500,000: 0.75% $1,500,001 - $3,000,000: 0.65% $3,000,001+: 0.50%
Fee-only: Negotiable fixed fee for financial planning and consulting when charged separately from investment management
Main office
106 Apple Street, #200W-425
Tinton Falls NJ 07724
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Atlantica Investment Partners · Atlantica Investment Partners LLC
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.
Forms ADV
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