Altair Investment Management

Overview

Altair Investment Management is a small, independent registered investment adviser operating as a sole proprietorship and owned by an individual. The firm advises a retail client base — primarily individuals and families — and provides portfolio management for individuals and small businesses. Its revenue model is fee-based, charging a percentage of assets under management. The adviser is registered in Texas and Washington and custodians its client assets at Charles Schwab & Co., Inc. The firm does not position itself as a capital allocator or an ESG-focused manager. Given its structure and client focus, investment decisions appear directed at customized portfolio management rather than institutional-solution delivery.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices