# ATA MANAGEMENT STRATEGIES INC

ATA MANAGEMENT STRATEGIES INC of WHITEHALL, PA is an SEC-registered investment adviser.

## Registration

- CRD: 118829
- Type: SEC-registered investment adviser
- SEC file number: 801-69246
- Location: 1044 THIRD STREET, WHITEHALL, PA, 18052
- Phone: 610-433-9009
- Latest filing: 2026-03-13
- Regulatory AUM: $125.2M
- Discretionary AUM: $125.2M
- Clients: 2
- Accounts: 405

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| NEWHART KENT CARL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118829/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118829/similar
- Related entities: https://search.stillhousedata.com/firm/118829/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118829

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.