A
Atrato Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$86,887,091
Clients
11
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$7,898,826
About
Atrato Asset Management LLC provides investment advisory and family‑office style services to wealthy families, high‑net‑worth individuals and related private entities. The firm operates as a solo adviser offering portfolio management, financial planning support, and oversight of third‑party managers.
Atrato focuses on strategic asset allocation, portfolio construction and periodic rebalancing, and uses both fundamental and cyclical analysis when evaluating investments. Uncommonly for its peer group, the firm reports that essentially all client assets are managed on a non‑discretionary basis, so recommendations are typically implemented only after client approval.
The firm is notable for acting as adviser to two private LLCs formed to manage an individual’s personal funds and for receiving performance‑based compensation from those entities, with allocations calculated on realized and unrealized gains and subject to a high‑water mark. Atrato also recommends and oversees a broad set of investment types — including private placements, real estate interests and digital‑asset related funds — and combines that institutional‑style work with family office services, which is atypical for a single‑advisor independent firm.
Client services
Financial planning
Portfolio management
Investment consulting services; family office services
Investment consulting services; family office services
Expertise
Private / alternative investments
Options & derivatives strategies
Real estate investing
Concentrated stock management
Fee options
$0 - $10,000,000: Up to 1.00% annually $10,000,000+: Negotiable
20% of realized or unrealized investment gains for eligible LLC Clients only (Qualified Clients with at least $1,100,000 under management or $2,200,000 net worth); performance fee subject to high-water mark; not charged to other Clients
Account minimum: $1,000,000 Minimum fee: Annual retainer fee minimum prepayment of $2,500 per quarter ($10,000 annually) billed quarterly in advance Fee-only: Annual retainer fee negotiable, minimum $2,500 per quarter; asset-based fees as noted above; no commissions
Main office location
Atrato Asset Management LLC
Pullman WA, United States
Number of offices
1
Most active in
Atrato Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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
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