Atlas Grove Capital LLC

Atlas Grove Capital LLC is a newly formed SEC-registered investment adviser that offers discretionary portfolio management to individuals, high‑net‑worth clients, charitable organizations, and other businesses; the firm generally charges fees based on assets under management and requires a written investment management agreement. As a recently established adviser, the brochure discloses that it currently has no regulatory assets under management and has not yet begun ongoing client relationships.

The firm emphasizes growth‑oriented equity strategies across market capitalizations, including concentrated all‑cap and small/mid‑cap approaches, and combines fundamental, quantitative, and cyclical analysis to construct portfolios. Atlas Grove manages client accounts on a discretionary basis with ongoing monitoring, periodic rebalancing, and documentation of clients’ investment objectives and risk tolerances.

Operational features that distinguish the firm include an explicit statement that it does not sponsor a wrap fee program but may allocate client assets into a UBS‑sponsored wrap program when appropriate, and a policy that it will not vote proxies for client securities. The brochure also notes that Atlas Grove does not utilize third‑party sub‑advisers, uses custodians that can debit fees directly, and accepts standing letters of authorization under applicable SEC guidance.