ALTIUM INVESTMENT STRATEGIES LLC

Overview

Altium Investment Strategies LLC is a privately held limited liability company that positions itself as an institutional adviser focused on portfolio management for businesses and institutional clients. The firm charges fees as a percentage of assets under management and is not organized as a capital allocator; rather it appears to deploy or advise on assets on behalf of its institutional clients. Altium is registered with the SEC (registration year listed as 2025) and is owned by an individual. The firm reports no active ESG program and is not described as a multi-state or newly formed adviser. Altium lists affiliations across the financial services ecosystem, including relationships with a broker-dealer, another investment adviser, and an insurance company. Its stated advisory activity centers on institutional portfolio management rather than retail wealth management or pension consulting.

Assets & Accounts

Investments & Alternatives