ALTAMONT CAPITAL PARTNERS
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 160498
- Registered since
- March 30, 2012
- Website
- altamontcapital.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JENNIFER MELLO
Managing Director, General Counsel and Chief Compliance OfficerCRD 6302524
CAROL PEREIRA
CFOCRD 2162036
Contacts
3 of 10KEVIN MASON
Managing DirectorCRD 5157974
JESSE ROGERS
Co-Founder & Managing DirectorCRD 6024107
James Kunihiro
Managing DirectorCRD 7893906
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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