Proaltus USA

RIASEC RegisteredEst. 2020

Total AUM

$605M

Discretionary

$326M

54% of AUM

Avg account

$6.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 310955
Registered since: November 12, 2020
Website: www.proaltus.us
Custodians: ACTINVER, INTERACTIVE BROKERS LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Other Investment Advisers42.82%
Pooled Investment Vehicles28.55%
Corporations / Businesses16.27%
HNWI8.01%
Individuals4.35%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Proaltus USA is a corporation registered with the SEC in 2020 that operates as a multi-faceted fund manager and capital allocator. The firm combines sponsor/adviser activity with direct portfolio management for individuals, pooled vehicles and institutional/business clients. Its business activity includes acting as an other financial product salesperson and serving as a general partner or managing member of pooled investment vehicles. Ownership is a mix of a foreign entity and an individual, and the firm serves both individual & family and institutional clients. Investment activity centers on public equities as the primary liquid allocation, while the firm also sponsors and allocates to a range of alternative strategies — notably hedge funds, real estate and private credit — and runs venture capital and liquidity vehicles. Fee arrangements include percentage-of-AUM and performance-based components, consistent with both traditional advisory mandates and incentive-fee private funds. The firm does not identify as an active ESG investor.