ALTAMONT CAPITAL PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$4B
Discretionary
$4B
100% of AUM
Avg account
$130M
Accounts
31
Employees
55
Advisory reps
12

Firm details

Headquarters
PALO ALTO, California
CRD number
160498
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Altamont Capital Partners is a limited partnership that operates primarily as a private equity fund sponsor and manager of pooled investment vehicles. The firm serves institutional clients and functions as both a general partner/sponsor and a portfolio manager for its private funds. It is also registered to conduct commodity pool or trading advisor activities, indicating a capability to run pooled vehicles with active trading or derivatives exposure in addition to traditional private equity structures. Investment activity centers on private funds rather than advisory of single-family portfolios. The firm reports active ESG integration across its investment process, signaling that environmental, social and governance factors play a role in manager selection and portfolio monitoring. Its business model blends fund sponsorship and external manager allocations: Altamont structures and runs its own private funds while also allocating to third‑party alternative managers where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JENNIFER MELLO

    Managing Director, General Counsel and Chief Compliance OfficerCRD 6302524

  • CAROL PEREIRA

    CFOCRD 2162036

Contacts

3 of 10
  • KEVIN MASON

    Managing DirectorCRD 5157974

  • JESSE ROGERS

    Co-Founder & Managing DirectorCRD 6024107

  • James Kunihiro

    Managing DirectorCRD 7893906

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
400 Hamilton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth