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 hedge fund adviser that operates as a limited liability company. The firm has been registered since 2012 and identifies its client base as institutional. It serves as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles. Compensation includes both a percentage of assets under management and performance‑based fees. Altum reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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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

    CEO, Chief Investment Officer & FounderCRD 1412185

  • THOMAS MURRAY

    CFO/COO/CCOCRD 1389122

  • ASHISH BATRA

    CFOCRD 7188778

Wealth teams

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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