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| Altair Advisers LLC
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|
|
|---|---|
| CRD # | 120642 |
| SEC # | 801-61138 |
| CIK # | 0001624489 |
| AUM | $7.4 BB (2024-03-29) |
| Employees | 70 (44% Investors, 0% Brokers) |
| Phone | 312-429-3000 |
| Address | 303 W Madison St Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| JPM | 340.2 | 1.9 | |
| UNH | 477.0 | 1.9 | |
| AON | 56.4 | 1.7 | |
| MSFT | 1,918.2 | 1.6 | |
| MMC | 77.7 | 1.5 | |
| GOOGL | 1,475.1 | 1.5 | |
| COR | 1.3 | ||
| BKNG | 74.7 | 1.2 | |
| GOOG | 1,482.6 | 1.2 | |
| AZO | 41.4 | 1.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 431 | 0.4 |
| (b) Individuals (high net worth individuals) | 353 | 4.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.0 |
| (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 | 63 | 0.7 |
| (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 | 38 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 886 | 7.4 |
| By Discretionary | ||
| Discretionary | 532 | 3.2 |
| Non-Discretionary | 354 | 4.2 |
| Total | 886 | 7.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.4 | |
| Total | 886 | 7.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001624489] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Gregory J Schwartz & Co Inc
✚
|
MI | 7.7 |
|
Choate Investment Advisors LLC
✚
|
MA | 7.5 |
|
Seven Post Investment Office LP
✚
|
CA | 7.5 |
|
Advisors Capital Management LLC
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|
NJ | 7.4 |
|
Riverbridge Partners LLC
✚
|
MN | 7.4 |
|
Great Valley Advisor Group Inc
✚
|
DE | 7.3 |
|
Merit Financial Group LLC
✚
|
GA | 7.3 |
|
Smith Shellnut Wilson LLC
✚
|
MS | 7.2 |
|
Arbor Point Advisors LLC
✚
|
NE | 6.9 |
|
Cadaret Grant & Co Inc
✚
|
NY | 6.9 |