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Building 2ALTES CAPITAL, LLC

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Phone6465479080
NotebookSEC #801-130444
Total AUM
$3.2B
Employees
7
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
6465479080

ReceiptFinancials

Total AUM
$3.2B
Accounts
12
Discretionary
$159M
Accounts
9
Non-Discretionary
$3B
Accounts
3

ContactClients

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HNW Individual Clients
2
AUM
$26.8M
Pooled Vehicle Clients
5
AUM
$123.4M
Charitable Organization Clients
1
AUM
$1.1B
Investment Advisor Clients
3
AUM
$1.9B
Insurance Company Clients
1
AUM
$6.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

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

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