ALTARIS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$9.3B
Discretionary
$9.3B
100% of AUM
Avg account
$492M
Accounts
19
Employees
37
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
143611
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Altaris, LLC is a private equity manager organized as a limited liability company that focuses on managing pooled investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member for its funds, taking primary responsibility for sourcing, structuring and overseeing private-market investments. Its fee model combines a percentage-of-AUM base fee with performance-based compensation, aligning manager economics with fund outcomes. Investment activity is concentrated in private markets, where the firm allocates capital into both private equity and private credit strategies. Altaris, LLC identifies as an active ESG investor, incorporating environmental, social and governance considerations into its portfolio management and investment decisions for the pooled vehicles it oversees.

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

1 of 1
  • CHARLES MULLENS

    Chief Financial OfficerCRD 4734208

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

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
31 W 52ndstreet
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth