Atlas Capital Investment LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Atlas Capital Investment LLC provides ongoing portfolio management and financial planning services primarily to high‑net‑worth individuals and business entities. The firm prepares individualized Investment Policy Statements and typically seeks discretionary authority to implement asset allocation, security selection, and regular portfolio monitoring for its clients.
The firm’s investment process combines cyclical, fundamental, and quantitative analysis and employs a mix of long‑ and short‑term trading strategies, including the use of short sales, margin, and options. Accounts are reviewed on a regular monthly cadence by the firm’s single primary management person, and clients receive custodial statements and separate written reports at least quarterly.
Compared with many peers, the firm accepts performance‑based fee arrangements but only for qualified clients meeting the adviser’s eligibility criteria, a practice that is relatively uncommon among similar supported firms. The combination of a small, tightly managed adviser structure with higher‑risk trading tools and performance fee billing, and a client base focused on high‑net‑worth and institutional accounts rather than non‑HNW individuals, are the firm’s most distinctive features.
Client services
Expertise
Fee options
2.00% annually
$30 to $100 per hour
20.00% performance fee on capital appreciation with 2.00% annual AUM fee for qualified clients
Account minimum: $250,000
Main office
99 Sumner Street, Commercial D
East Boston MA 02128
Advisors at this office
2
Most active in
Massachusetts
Also doing business as
Atlas Capital Investment LLC · Atlas 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
Wenhua Z
CFA®, Series 63
East Boston, MA
Atlas Capital Investment LLC
Wenhua Zhang is a CFA® charterholder and Series 63 licensee with three years of industry experience. They are currently with Atlas Capital Investment LLC and previously worked at Azia Capital Partners for ten years and Tan Lane Holdings, Ltd. for one year. Outside of advising, Wenhua serves as CFO and investor for Hourly Work LLC, a recruiting phone app. Atlas Capital Investment LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and business entities. The firm employs a combination of cyclical, fundamental, and quantitative analysis, using both long- and short-term trading strategies, and offers performance-based fee arrangements for qualified clients.
Xiaowan T
Series 65
East Boston, MA
Atlas Capital Investment LLC
Xiaowan Tian is a financial advisor at Atlas Capital Investment LLC with two years of industry experience. She holds a Series 65 designation and previously co-founded Bridge Point Capital, a venture capital firm focused on deep tech, where she remains a passive partner involved in post-investment management. Atlas Capital Investment LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and business entities, utilizing a strategy informed by cyclical, fundamental, and quantitative analysis with a focus on equities and diversified instruments. The firm accepts performance-based fees for qualified clients and employs institutional custody relationships and advanced trading tools.
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