ALTERIS CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2025

Total AUM

$140M

Discretionary

$140M

100% of AUM

Avg account

$462K

Accounts

302

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 335079
Registered since: March 10, 2025
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI64.75%
Individuals19.62%
Charitable Organizations15.27%
Pension & Profit Sharing Plans0.37%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Alteris Capital Partners, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and can select and oversee outside managers on behalf of clients. Its stated fee arrangements include both a percentage-of-AUM model and fixed fees. Alteris is not an active ESG investor and is organized as a limited liability company under individual ownership. The firm became SEC-registered in 2025 and lists pension consulting among its advisory activities, alongside selection of other advisers, which indicates a willingness to blend in-house management with third-party specialist relationships.