AMERICAN TRUST INVESTMENT ADVISORS, LLC
SEC file number 801-60454
· LEBANON, NH
https://americanexpress.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$307.8M
Discretionary AUM
$307.8M
Employees
5
Clients
147
Firm
- Address
- 67 ETNA ROAD
LEBANON, NH 03766-1358 - Phone
- —
- Website
- https://americanexpress.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Coatue Investimentos Lisboa, Inc Medium name-match confidence · CIK 2124054 · CO
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · IL
- Cladis Investment Advisory, LLC Medium name-match confidence · CIK 1911520 · MT
- Monarch Investment Advisory Fund, LP Medium name-match confidence · CIK 2061135 · NY
- UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC Medium name-match confidence · CIK 2092698 · TX
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Coatue Investimentos Lisboa, Inc · D/A · May 27, 2026$575K
-
Coatue Investimentos Lisboa, Inc · D · Apr 15, 2026$575K
-
Advisers Investment Trust · D/A · Feb 6, 2026
-
UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC · D · Jan 2, 2026$1.4M
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Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
-
Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M
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Advisers Investment Trust · D/A · Feb 6, 2025