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ALTES CAPITAL, LLC
CRD 331481 · SEC 801-130444
CA, United States
Phone
6465479080
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.19B
Discretionary AUM
$159.0M
Team
7 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $26.8M |
| Pooled investment vehicles | 5 | $123.4M |
| Charitable organizations | 1 | $1.09B |
| Other investment advisers | 3 | $1.94B |
| Insurance companies | 1 | $6.7M |
States served
CA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD