# Atlanta Capital

Atlanta Capital is an Asset Manager based in Atlanta, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 1969
- **Assets under management:** >$20B (Altss estimate)
- **Website:** atlantacapital.com
- **LinkedIn:** https://www.linkedin.com/company/atlanta-capital

## Regulatory record

- **CRD number:** 116719
- **SEC file number:** 801-60673
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116719

## About

ATLANTA CAPITAL is an SEC-registered investment adviser in ATLANTA, GA, registered since 2001. The firm manages approximately $28.6 billion in regulatory assets. It has 35 employees and 14 investment advisers.

## Sectors

- Enterprise Software
- Healthcare Services
- Industrial Tech
- Financials

## People

- W. Allen Cates — President
- Charles B. Shelton III — Chief Investment Officer

## Questions

### Who makes the final call on investment decisions at Atlanta Capital?

CIO Charles Shelton III, President W. Allen Cates, and a centralized investment committee make all buy and sell decisions collectively. The firm has maintained this same leadership group for over two decades. There is no analyst-driven or quantitative screening override; every name in the portfolio must earn unanimous committee approval.

### What is the relationship between Atlanta Capital and Morgan Stanley?

Atlanta Capital operates as a wholly owned, autonomous subsidiary of Eaton Vance, which Morgan Stanley acquired in March 2021. The Morgan Stanley parent provides institutional distribution, compliance infrastructure, and balance sheet support, but the Atlanta-based investment team retains full autonomy over portfolio construction, research, and trading. No Morgan Stanley model portfolio is forced onto the Atlanta Capital strategies.

### Does Atlanta Capital manage private equity or alternative assets?

No. The firm exclusively manages publicly traded equity portfolios—large-cap growth, SMID-cap growth, and an all-cap quality-growth mandate. They do not run private equity, venture capital, credit strategies, or hedge fund structures. Allocators seeking alternatives exposure must look elsewhere within or beyond the Morgan Stanley umbrella.

### What does Atlanta Capital explicitly avoid?

Highly leveraged balance sheets, cyclical commodity-exposed businesses, speculative pre-revenue biotech, and any company whose earnings stream cannot be modeled with reasonable confidence five years out. The firm also avoids macro-driven sector rotation; capital is allocated only to individual businesses meeting the absolute quality threshold, never to fill a GICS sector gap.

### How is Atlanta Capital's all-cap mandate distinct from its large-cap and SMID strategies?

The all-cap mandate can own any company across the market-cap spectrum that meets the quality-growth criteria, without limit on size or benchmark. This contrasts with the large-cap growth strategy, which stays within roughly the top 1,000 US names, and the SMID-cap strategy, which bounds itself to smaller-capitalization ranges. The investable universe is identical; the difference is purely portfolio construction and client guidelines.

## Related profiles

- [ATIKA CAPITAL MANAGEMENT](https://altss.com/profile/atika-capital-management-llc)
- [Atlantis Glory](https://altss.com/profile/atlantis-glory-inc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/atlanta-capital

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