Altamar Partners North America LLC

RIASEC RegisteredEst. 2016
Total AUM
$5.1B
Discretionary
$0
0% of AUM
Avg account
$5.1B
Accounts
1
Employees
11
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
283144
Registered since
March 30, 2016
Fee structure
Fixed Fees, Other
Client types
  • Other Investment Advisers100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Altamar Partners North America LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2016. The firm acts primarily as a capital allocator, managing pooled investment vehicles and selecting other advisers rather than providing individual discretionary wealth-management services. Filings identify the firm as an active ESG investor and indicate a fee structure built around fixed fees and other arrangements. It also lists affiliations consistent with sponsor/GP activity and third-party manager relationships.

Assets & Accounts

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: Private Funds 100%100%
  • Private Funds100%

Contacts

2 of 2
  • Gregory Florio

    Gregory Florio

    FounderCRD 4126029

  • Derek Snyder

    Derek Snyder

    Managing DirectorCRD 6827240

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
400 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth