Proaltus USA

RIASEC RegisteredEst. 2020

Total AUM

$605M

Discretionary

$326M

54% of AUM

Avg account

$6.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
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 corporate, SEC-registered investment manager (registered in 2020) that combines hedge fund, real estate fund, venture capital and other fund-manager activity under a single platform. The firm functions as a capital allocator and as an adviser across individual, family and institutional client segments. Its advisory remit covers discretionary portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for businesses or institutions. Proaltus USA also markets other financial products and operates with an ownership structure that involves both a foreign entity and an individual. Its fee arrangements include asset-based fees, performance-based fees and other fee types. The firm reports it is not an active ESG investor and is not classified as a multi-state adviser in its disclosures.