Atalanta Sosnoff Capital, Llc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 104880
· SEC file 801-16739
· New York, NY
· WWW.ATALANTASOSNOFF.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $5.0B
- Discretionary
- $5.0B
- Clients
- 186
- Avg AUM / client
- $26.8M
- Accounts
- 186
- Employees
- 37
AUM over time
$2.2B
$5.0B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 104 positions, $4,655,698,241)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $377,007,838 | 2,161,742 | 8.1% | 7.57% |
| 2 | Apple Inc | COM | $364,262,300 | 1,435,290 | 7.82% | 7.32% |
| 3 | Alphabet Inc | CAP STK CL A | $312,357,503 | 1,086,234 | 6.71% | 6.27% |
| 4 | Microsoft Corp | COM | $211,170,323 | 570,468 | 4.54% | 4.24% |
| 5 | Amazon Com Inc | COM | $188,783,062 | 906,434 | 4.05% | 3.79% |
| 6 | Broadcom Inc | COM | $177,082,928 | 572,140 | 3.8% | 3.56% |
| 7 | Jpmorgan Chase & Co | COM | $153,188,667 | 520,766 | 3.29% | 3.08% |
| 8 | Rtx Corporation | COM | $140,676,673 | 729,273 | 3.02% | 2.83% |
| 9 | Eli Lilly & Co | COM | $120,959,989 | 131,511 | 2.6% | 2.43% |
| 10 | Schwab Charles Corp | COM | $119,397,894 | 1,270,461 | 2.56% | 2.4% |
| 11 | Goldman Sachs Group Inc | COM | $117,447,988 | 138,829 | 2.52% | 2.36% |
| 12 | Mckesson Corp | COM | $108,146,704 | 124,973 | 2.32% | 2.17% |
| 13 | Exxon Mobil Corp | COM | $105,884,028 | 624,095 | 2.27% | 2.13% |
| 14 | Caterpillar Inc | COM | $100,771,995 | 142,241 | 2.16% | 2.02% |
| 15 | Costco Wholesale Corporation | COM | $99,768,968 | 100,126 | 2.14% | 2.0% |
| 16 | Walmart Inc | COM | $99,638,406 | 801,725 | 2.14% | 2.0% |
| 17 | Cbre Group Inc | CL A | $88,653,788 | 654,465 | 1.9% | 1.78% |
| 18 | Mcdonalds Corp | COM | $86,365,435 | 277,890 | 1.86% | 1.73% |
| 19 | Meta Platforms Inc | CL A | $84,680,183 | 148,009 | 1.82% | 1.7% |
| 20 | Ge Vernova Inc | COM | $82,860,198 | 94,925 | 1.78% | 1.66% |
| 21 | Take Two Interactive Softwar | COM | $78,866,360 | 399,323 | 1.69% | 1.58% |
| 22 | Tesla Inc | COM | $74,272,297 | 199,791 | 1.6% | 1.49% |
| 23 | Applied Matls Inc | COM | $73,193,546 | 214,148 | 1.57% | 1.47% |
| 24 | Bank America Corp | COM | $71,705,675 | 1,470,886 | 1.54% | 1.44% |
| 25 | Royal Caribbean Group | COM | $68,799,923 | 250,018 | 1.48% | 1.38% |
Top 25 of 104 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 129 | $4.6B | 91.7% |
| Charitable organizations | 5 | $154M | 3.1% |
| State or municipal government entities | 5 | $73.5M | 1.48% |
| Corporations and other businesses | 47 | $186M | 3.74% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Laborers International Union Of North America EIN 135541522 | Bayside, NY | 12/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Local 734 Pension Fund Board Of Trustees Local 734 Pension Fund | 2024 | |
| Monterey Peninsula Restaurant And Hotel Pension Fund Board Of Trustees, Monterey Peninsula Restaurant And | 2024 | |
| Pointers, Cleaners, & Caulkers Pension Fund Board Of Trustees Of Pointers, | 2024 | |
| United Plant & Production Workers Local 175 Pension Fund Board Of Trustees Of United Plant Production Workers L175 Pension Fd | 2024 | |
| Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Supplemental Retire. Pla | 2024 | |
| Carpenters Industrial Council Of Eastern Pennsylvania Pension Plan The Trustee Of The Carpenters Industrial Council Of Eastern | 2024 | |
| Asbestos Workers Local 12 A Abatement Annuity Plan Board Of Trustees Of Asbestos Workers Local 12 A Abatement Annuity Plan | 2024 | |
| Local 665 I.A.T.S.E. Annuity Plan Local 665 I.A.T.S.E. Annuity Plan | Honolulu, HI | 2024 |
| Graphic Arts Local 62 B Industry Pension Plan Trustees,Graphic Arts 62 B Pension Fund | 2024 | |
| Heavy And General Laborers' Local Unions 472 And 172 Of New Jersey Pension Fund Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund | 2024 | |
| Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund | 2024 | |
| United Union Of Roofers Local 8 Annuity Fund United Union Of Roofers Local 8 Annuity Fund | 2024 | |
| Iron Workers Locals 40, 361 & 417 Pension Fund Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | 2024 | |
| H.F.I.A.W. Local No. 32 Pension Trust Fund Board Of Trustees H.F.I.A.W. Local No.32 Pension Trust Fund | 2024 | |
| Perishable Food Industry Pension Fund Board Of Trustees Of Perishable Food Industry Pension Fund | New York, NY | 2024 |
| Iron Workers Locals 40, 361 & 417 Annuity Fund Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund | 2024 | |
| Local 580 Pension Fund Board Of Trustees Local 580 Pension Fund | 2024 | |
| Mns, Ltd. Profit Sharing Plan Mns, Ltd. | 2024 | |
| Teamster Local 282 Annuity Trust Fund Board Of Trustees Local 282 | 2024 | |
| Pavers & Road Builders Dc Annuity Fund Pavers & Road Builders Dc Annuity Fund | 2024 | |
| Pavers & Road Builders Dc Pension Fund Pavers & Road Builders Dc Pension | 2024 | |
| Excavators Union Local 731 Pension Fund Excavators Union Pension Fund Loca | 2024 | |
| Roofers Union Local 30 Combined Pension Fund Joint Board Of Trustees Roofers Local Union 30 | 2024 | |
| Steamfitters Industry Pension Fund Board Of Trustees Steamfitters Industry Pension Fund | 2024 | |
| New Jersey Building Laborers Statewide Pension Fund Bd Of Trustees New Jersey Building Laborers Statewide Pension Fund | 2024 | |
| Local 381 Pension Fund Board Of Trustees Local 381 Pension | 2024 | |
| Seafarers Officers And Employees Pension Plan Board Of Trustees Seafarers Officers And Employees Pension Plan | 2024 | |
| Iron Workers Local 401 Annuity Fund Board Of Trustees Iron Workers Local 401 Annuity Fund | 2024 | |
| San Mateo Hotel Employees & Restaurant Employees Pension Fund San Mateo Hotel Employees & Restaurant Employees Pension Fund | 2024 | |
| Seafarers Pension Plan Board Of Trustees Seafarers Pension Plan | 2024 | |
| Teamsters Employers Local 945 Pension Fund Board Of Trustees Teamsters Local 945 Pension Fund | 2024 | |
| Uiu Newspaper Guild Of Greater Philadelphia Pension Fund Uiu Newspaper Guild Of Greater Philadelphia Pension Fund | 2024 | |
| Cement And Concrete Workers Dc Pension Fund Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd | 2024 | |
| New Jersey Building Laborers Statewide Annuity Fund Bd Of Trustees Nj Building Laborers Statewide Annuity Fund | 2024 | |
| Local 1931 Pension Fund Board Of Trustees Of Local 1931 Pension Fund | 2024 | |
| Seafarers Money Purchase Pension Plan Board Of Trustees Seafarers Money Purchase Pension Plan | 2024 | |
| Plumbers & Fitters Local Union 295 Pension Plan Trustees Plumbers & Fitters Local Union 295 Pension Fund | 2024 | |
| Local 837 Pension Plan Local 837 Pension Plan Board Of Trustees | 2024 | |
| Plumbers & Pipefitters Local Union 719 Pension Fund Trustees Of The Plumbers & Pipefitters Local Union 719 Pension Fund | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ruland, Robert, Fred | Member, Director Of Research, Portfolio Manager, Co Cio Of Equities | May 2010 (16y) | 10% – 25% | |
| Steinberg, Craig, B | Member, President, Chief Investment Officer, Portfolio Manager | May 2010 (16y) | 25% – 50% | |
| Ward, Matthew, Waring | Portfolio Manager, Co Cio Of Equities | Jan 2021 (6y) | 5% – 10% | |
| Kuchler, Michael, Richard | Chief Compliance Officer/ Chief Operating Officer/ Chief Financial Officer | Sep 2022 (4y) | Less than 5% | |
| Joseph Victor Sileo | Registered representative | CFA | Aug 2022 (4y) | |
| John Raymond Cronin | Registered representative | Oct 2022 (4y) | ||
| Richard Maresca | Registered representative | Nov 2022 (4y) | ||
| Toni Anne Russo | Registered representative | Dec 2022 (4y) | ||
| Kevin John Quinn | Registered representative | Feb 2023 (3y) | ||
| Gerald Ernest Thunelius | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Evercore Partners Services East, Llc | Member | May 2010 | A | 25% – 50% |
| Evercore Group Holdings Lp | Managing Member | Dec 2003 | B | ≈ 18.75% – 50% via Evercore Partners Services East, Llc |
| Evercore Lp | Managing Member | Aug 2006 | B | 75% or more of Evercore Group Holdings Llc (indirect) |
| Evercore Group Holdings Llc | General Partner | Jan 2003 | B | GP / trustee / elected manager of Evercore Group Holdings Lp (indirect) |
| Evercore Inc. | General Partner | Jan 2003 | B | GP / trustee / elected manager of Evercore Lp (indirect) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Evercore Group Holdings Lp: 75% – 100% of Evercore Partners Services East, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (39)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Local 734 Pension Fund | Board Of Trustees Local 734 Pension Fund | 32 | $50.4M | 10/01/2024 |
| Monterey Peninsula Restaurant And Hotel Pension Fund | Board Of Trustees, Monterey Peninsula Restaurant And | 1,025 | $71.3M | 08/01/2024 |
| Pointers, Cleaners, & Caulkers Pension Fund | Board Of Trustees Of Pointers, | 1,591 | $412M | 07/01/2024 |
| United Plant & Production Workers Local 175 Pension Fund | Board Of Trustees Of United Plant Production Workers L175 Pension Fd | 354 | $117M | 07/01/2024 |
| Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan | Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Supplemental Retire. Pla | 173 | $68.2M | 07/01/2024 |
| Carpenters Industrial Council Of Eastern Pennsylvania Pension Plan | The Trustee Of The Carpenters Industrial Council Of Eastern | 0 | $11.3M | 06/01/2024 |
| Asbestos Workers Local 12 A Abatement Annuity Plan | Board Of Trustees Of Asbestos Workers Local 12 A Abatement Annuity Plan | 299 | $15.6M | 06/01/2024 |
| Local 665 I.A.T.S.E. Annuity Plan | Local 665 I.A.T.S.E. Annuity Plan | 690 | $24.8M | 06/01/2024 |
| Graphic Arts Local 62 B Industry Pension Plan | Trustees,Graphic Arts 62 B Pension Fund | 61 | $8.1M | 04/01/2024 |
| Heavy And General Laborers' Local Unions 472 And 172 Of New Jersey Pension Fund | Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund | 7,670 | $1.8B | 04/01/2024 |
| Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan | Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund | 9,133 | $1.6B | 01/01/2024 |
| United Union Of Roofers Local 8 Annuity Fund | United Union Of Roofers Local 8 Annuity Fund | 1,519 | $191M | 01/01/2024 |
| Iron Workers Locals 40, 361 & 417 Pension Fund | Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | 1,826 | $729M | 01/01/2024 |
| H.F.I.A.W. Local No. 32 Pension Trust Fund | Board Of Trustees H.F.I.A.W. Local No.32 Pension Trust Fund | 202 | $90.3M | 01/01/2024 |
| Perishable Food Industry Pension Fund | Board Of Trustees Of Perishable Food Industry Pension Fund | 114 | $20.2M | 01/01/2024 |
| Iron Workers Locals 40, 361 & 417 Annuity Fund | Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund | 2,187 | $1.2B | 01/01/2024 |
| Local 580 Pension Fund | Board Of Trustees Local 580 Pension Fund | 1,429 | $953M | 01/01/2024 |
| Mns, Ltd. Profit Sharing Plan | Mns, Ltd. | 1,949 | $266M | 01/01/2024 |
| Teamster Local 282 Annuity Trust Fund | Board Of Trustees Local 282 | 3,993 | $887M | 01/01/2024 |
| Pavers & Road Builders Dc Annuity Fund | Pavers & Road Builders Dc Annuity Fund | 3,024 | $343M | 01/01/2024 |
| Pavers & Road Builders Dc Pension Fund | Pavers & Road Builders Dc Pension | 2,120 | $776M | 01/01/2024 |
| Excavators Union Local 731 Pension Fund | Excavators Union Pension Fund Loca | 5,553 | $3.0B | 01/01/2024 |
| Roofers Union Local 30 Combined Pension Fund | Joint Board Of Trustees Roofers Local Union 30 | 787 | $171M | 01/01/2024 |
| Steamfitters Industry Pension Fund | Board Of Trustees Steamfitters Industry Pension Fund | 1,980 | $461M | 01/01/2024 |
| New Jersey Building Laborers Statewide Pension Fund | Bd Of Trustees New Jersey Building Laborers Statewide Pension Fund | 2,082 | $546M | 01/01/2024 |
Top 25 of 39 plans by assets.
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Laborers International Union Of North America | Public charity | $5.3M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- BNY Mellon $1.3B (26% of AUM) Mar 2026
- J.P. Morgan $820M (16% of AUM) Mar 2026
- Comerica Securities,Inc. $572M (11% of AUM) Mar 2026
- Amalgamated Bank $532M (11% of AUM) Mar 2026
- Pnc Bank $503M (10% of AUM) Mar 2026
- Pnc Investments Llc $309M (10% of AUM) Feb 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗