ATLAS CAPITAL ADVISORS LLC
Q4 2022 Form 13-F

SAN FRANCISCO, CALIFORNIA
$594.9M Reported Value Total

ATLAS CAPITAL ADVISORS INC. reports 413 total accounts under management (AUM). There are 388 discretionary accounts valued at $713,300,000, and 25 non-discretionary accounts valued at $70,900,000.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.

ATLAS CAPITAL ADVISORS LLC Form 13-F reported portfolio values from Q2 2018 to Q1 2025

Portfolio value (does not include cash or treasury holdings).

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