# ATALA FINANCIAL INC

ATALA FINANCIAL INC of CALABASAS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 318371
- Type: SEC-registered investment adviser
- SEC file number: 801-123628
- Location: 23912 ASPEN WAY, CALABASAS, CA, 91302
- Phone: 310.570.2573
- Latest filing: 2026-03-06
- Regulatory AUM: $370.7M
- Discretionary AUM: $340.2M
- Non-discretionary AUM: $30.6M
- Clients: 3
- Accounts: 248

## Business model

- Compensation: % of AUM, Hourly, Performance
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Shawn Shyama Patt | CEO, CCO | — |
| PATT SHAWN SHYAMA | CEO, CCO | — |


## Private funds (3)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| PROJECT VERMITHOR | Venture Capital Fund | California | 27 | $3.2M | $25K |
| ATALA VENTURES MACHINA FUND I | Venture Capital Fund | California | 24 | $2.6M | $25K |
| GROQ JUL 2025, A SERIES OF CGF2021 LLC | Venture Capital Fund | California | 19 | $1.9M | $25K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 949-929-0123 |
| — | — | 1 | 949-929-0123 |


## Fund service providers (1)

- administrator: SYDECAR LLC — 3 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318371/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318371/similar
- Related entities: https://search.stillhousedata.com/firm/318371/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318371

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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.