Altum Capital Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$648M
Discretionary
$648M
100% of AUM
Avg account
$162M
Accounts
4
Employees
20
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
160123
Registered since
January 5, 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

Altum Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager focused on institutional clients. The firm serves as an investment sponsor and general partner for pooled vehicles and performs portfolio management for those vehicles. It also carries CPO/CTA designations and appears to act as both an adviser and manager/sponsor for private pooled products. Compensation includes a percentage-of-assets fee schedule together with performance-based fees. Altum does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

3 of 3
  • Marjorie Hogan

    Marjorie Hogan

    CEO, Chief Investment Officer & FounderCRD 1412185

  • Thomas Murray

    CFO/COO/CCOCRD 1389122

  • Ashish Batra

    Ashish Batra

    CFOCRD 7188778

Wealth teams

FINTRX

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
681 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth