Alatus Capital LLC

RIASEC RegisteredEst. 2016
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$240M
Accounts
10
Employees
11
Advisory reps
7

Firm details

Headquarters
Geneva,
CRD number
281625
Registered since
January 4, 2016
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles84.72%
  • State / Municipal Government15.21%
  • Corporations / Businesses0.08%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Alatus Capital LLC operates as a hedge fund manager focused on institutional pooled vehicles and bespoke mandates for businesses or institutions. SEC-registered since 2016, the firm combines a percentage-of-AUM fee model with performance-based fees and conducts CPO/CTA-style trading and sponsor/GP activity for pooled investment vehicles. Its client base is institutional, and its ownership structure includes both a foreign entity and an individual. Alatus is not an active ESG investor and does not report multi-state adviser status. Investment activity centers on liquid public-market exposure through exchange-traded equities alongside structured pooled strategies run as hedge funds. The firm also allocates to third-party alternative managers and maintains corporate debt exposure as part of its broader credit/arbitrage toolkit. As an adviser to pooled vehicles, Alatus routinely implements portfolio management across its own funds and for institutional clients rather than acting purely as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Jerome Haag

    Jerome Haag

    COO & CFOCRD 6560711

Contacts

3 of 6
  • Serge Cadelli

    Serge Cadelli

    Chairman of the Board of DirectorsCRD 5447664

  • Antoine Firmenich

    Antoine Firmenich

    Founding PartnerCRD 6560707

  • Richard Vogel

    Richard Vogel

    Founding PartnerCRD 6560705

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Geneva, null

Location

Geneva, null

Headquartered in Geneva, null.

Address
2 Rue Vallin
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth