ALTRIARCH ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2025
Total AUM
$349M
Discretionary
$349M
100% of AUM
Avg account
$49.9M
Accounts
7
Employees
15
Advisory reps
3

Firm details

Headquarters
CHARLESTON, South Carolina
CRD number
328482
Registered since
March 7, 2025
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Altriarch Asset Management, LLC is an SEC-registered LLC (registered in 2025) that advises pooled investment vehicles for an institutional client base. The firm does not act as a capital allocator; its business centers on portfolio management for pooled funds and it has roles as an adviser/sponsor and as a general partner/managing member of pooled vehicles. Fee arrangements include performance-based compensation alongside other fee types. Altriarch reports it is not an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Jamie Harper

    Vice President of AccountingCRD 8035961

  • Meghan Bruch

    General PartnerCRD 8027826

  • DANIELLE BROWN

    General PartnerCRD 4699016

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHARLESTON, SC

CHARLESTON

Location

CHARLESTON, SC

Headquartered in CHARLESTON, SC, in the South of the United States.

Region
South
County
CHARLESTON
Address
177 Meeting St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth