1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PROALTUS USA

Map pin
Phone(857) 334-1921
NotebookSEC #801-119784
Total AUM
$604.9M
Employees
14
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(857) 334-1921
Other Offices
1

ReceiptFinancials

Total AUM
$604.9M
Accounts
94
Discretionary
$326.2M
Accounts
84
Non-Discretionary
$278.7M
Accounts
10

ContactClients

View more in analytics →

Individual Clients
53
AUM
$26.3M
HNW Individual Clients
8
AUM
$48.4M
Pooled Vehicle Clients
8
AUM
$172.7M
Investment Advisor Clients
2
AUM
$259M
Corporation or Business Clients
23
AUM
$98.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INTERNATIONAL (NON-US) DISTRIBUTION OF OFFSHORE FUNDS
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
DISTRIBUTION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account