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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Altair Advisers LLC
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| CRD # | 120642 |
| SEC # | 801-61138 |
| CIK # | 0001624489 |
| AUM | $8.7 B (2025-03-31) |
| Employees | 75 (43% Investors, 0% Brokers) |
| Phone | 312-429-3000 |
| Address | 303 W Madison St Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| J P Morgan Chase & Co | 2.5 | ||
| Amazon Com Inc | 1.7 | ||
| Aon Corp | 1.6 | ||
| Amerisourcebergen Corp | 1.5 | ||
| Microsoft Corp | 1.5 | ||
| Priceline Com Inc | 1.5 | ||
| LPL Investment Holdings Inc | 1.4 | ||
| Autozone Inc | 1.2 | ||
| US Foods Holding Corp | 1.2 | ||
| Marsh & McLennan Companies Inc | 1.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 455 | 0.4 |
| (b) Individuals (high net worth individuals) | 387 | 5.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 67 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 36 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 946 | 8.7 |
| By Discretionary | ||
| Discretionary | 578 | 4.0 |
| Non-Discretionary | 368 | 4.7 |
| Total | 946 | 8.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.7 | |
| Total | 946 | 8.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001624489] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advisors Capital Management LLC
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|
NJ | 9.5 |
|
The Ameriflex Group Inc
✚
|
NV | 9.4 |
|
Gregory J Schwartz & Co Inc
✚
|
MI | 9.1 |
|
Planmember Securities Corporation
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|
CA | 9.0 |
|
Forvis Mazars Wealth Advisors LLC
✚
|
MO | 8.9 |
|
Choate Investment Advisors LLC
✚
|
MA | 8.9 |
|
Seven Post Investment Office LP
✚
|
CA | 8.4 |
|
Pure Financial Advisors LLC
✚
|
CA | 8.0 |
|
Smith Shellnut Wilson LLC
✚
|
MS | 8.0 |
|
Shuster Advisory Group LLC
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|
CA | 7.9 |