Atlantis Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Atlantis Asset Management is a fee‑based registered investment adviser that provides discretionary portfolio management and investment advice to individuals, trusts, pension and profit‑sharing plans, charitable organizations, and business entities. Like many peers, it manages separately managed accounts using stocks, bonds, mutual funds, ETFs and options under asset‑based advisory arrangements.
Portfolios are team‑managed with weekly investment meetings and are tailored to each client’s objectives, with periodic reviews and rebalancing (at least monthly). The firm emphasizes large‑cap equity strategies — including a risk‑managed core/all‑cap sleeve and a focused dividend sleeve — and incorporates option writing (covered calls) and put hedges as part of its risk‑management approach.
What distinguishes the firm is its explicit and routine use of derivatives inside separately managed accounts to reduce volatility, with a stated policy of no leverage unless a client specifically requests it and derivative strategies generally capped at 1:1 leverage. Atlantis also accepts and oversees non‑custodial and alternative investments (such as hedge funds, private equity and tangible assets) and monitors third‑party managers on behalf of clients, practices that are less common for firms of its size.
Client services
Expertise
Fee options
$100,000 - $500,000: 1.50% annualized $500,000 - $2,000,000: 1.25% annualized $2,000,000 - $5,000,000: 1.00% annualized $5,000,000 - Negotiable: Negotiable
Account minimum: $250,000
Main office
New York NY
Advisors at this office
3
Most active in
New York
Also doing business as
Atlantis Asset Management, LLC · Mdc Capital 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
Advisors at this firm
Michael C
Series 63, Series 66
New York, NY
Atlantis Asset Management, LLC
Michael Cohn is a financial advisor at Atlantis Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Atlantis Asset Management since 2005. Atlantis Asset Management is a small, fee-based SEC-registered investment adviser serving individuals, trusts, estates, pension, and business clients. The firm offers discretionary portfolio management using a combination of macro, fundamental, technical, and cycle analysis, and is notable for employing derivatives to reduce volatility within separately managed accounts.
John C
Series 63, Series 65
New York, NY
Atlantis Asset Management, LLC
John Connolly is a financial advisor at Atlantis Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2008 and 2009, respectively. Outside of his advisory role, he is a broker for a health care insurance firm, receiving annual renewal compensation. Atlantis Asset Management is a small, fee-based SEC-registered investment adviser serving individuals, trusts, estates, pension, and business clients. The firm provides discretionary portfolio management utilizing a combination of macro, fundamental, technical, and cycle analysis, and is noted for its use of derivatives primarily as risk-management tools to reduce volatility.
Duncan B
Series 63, Series 65
New York, NY
Atlantis Asset Management, LLC
Duncan Burke is a financial advisor at Atlantis Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at Westminster Securities for seven years. Atlantis Asset Management is a fee-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm specializes in discretionary portfolio management with an emphasis on large-cap equity strategies and the use of derivatives to manage risk within separately managed accounts.
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