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Building 2ALTERIS CAPITAL PARTNERS, LLC

Map pinHOUSTON, TX
Phone832-649-8111
NotebookSEC #801-132143
Total AUM
$139.5M
Employees
3
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
520 POST OAK BOULEVARD
SUITE 450
HOUSTON
TX 77027
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
832-649-8111

ReceiptFinancials

Total AUM
$139.5M
Accounts
302
Discretionary
$139.5M
Accounts
302
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
73
AUM
$27.4M
HNW Individual Clients
15
AUM
$90.3M
Pension/Profit Sharing Plan Clients
1
AUM
$520.8K
Charitable Organization Clients
1
AUM
$21.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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