Atlantis Asset Management, LLC logo

Atlantis Asset Management, LLC

Updated today

Client assets under management

$24,900,007

Clients

27

0% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

9

Very Low

Average account size

$922,222

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

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management Concentrated stock management

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Fee options

Percentage

$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

Other

Account minimum: $250,000

Main office location

Atlantis Asset Management, LLC

New York NY, United States

Number of offices

1

Most active in

New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

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.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Duncan B

Series 63, Series 65

New York, NY

Atlantis Asset Management, LLC

Duncan Burke is a financial advisor at Atlantis Asset Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Westminster Securities since 2002. Atlantis Asset Management is a fee-based SEC-registered investment adviser that serves individuals, trusts, estates, pension, and business clients. The firm offers discretionary portfolio management using a combination of macro, fundamental, technical, and cycle analysis, with a notable focus on employing derivatives for risk management and limiting leverage unless requested by clients.

Options & derivatives strategies Active portfolio management Concentrated stock management
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