Altium Investment Strategies LLC

Overview

Altium Investment Strategies LLC is an institutional RIA organized as a limited liability company that advises institutional clients on portfolio management for businesses and institutions. The firm is fee-based, charging a percentage of assets under management, and identifies as a non-ESG active investor. It is registered with the SEC (registration year listed as 2025) and is owned by an individual principal. Altium reports industry affiliations that include broker-dealer relationships, other investment advisers, and insurance company connections. Altium focuses on institutional mandates rather than retail or individual wealth-management relationships. Its advisory activity is concentrated on discretionary portfolio management for institutional clients, and it does not characterize itself as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives