Altair Advisers LLC

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Assets, Funds, Holdings

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Altair Advisers LLC
CRD #120642
SEC #801-61138
CIK #0001624489
AUM $6.0 BB (2023-03-29)
Employees 65 (46% Investors, 0% Brokers)
Phone312-429-3000
Address303 W Madison St
Chicago, IL 60606
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($BB)
7.56.04.53.01.50.02001200820162024
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AON 56.4 2.0
JNJ 465.6 1.9
UNH 477.0 1.4
JPM 340.2 1.4
AZO 41.4 1.3
BMY 167.6 1.3
MMC 77.7 1.3
MSFT 1,918.2 1.1
GOOGL 1,475.1 1.1
CSCO 178.3 1.1
View All
Holdings by Sector ($BB)
200160120804002011201520192024
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 452 0.4
(b) Individuals (high net worth individuals) 317 4.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.8
(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 57 0.5
(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 0.4
(n) Other 0 0.0
Total 864 6.0
By Discretionary
Discretionary 516 2.4
Non-Discretionary 348 3.6
Total 864 6.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 6.0
Total 864 6.0
EDGAR Form CIK 2011 - 2024
13F-NT [0001624489]
Comparable Firms State AUM ($BB)
Gregory J Schwartz & Co Inc
MI 6.3
Riverbridge Partners LLC
MN 6.3
Dowling & Yahnke LLC
CA 6.1
Sigma Planning Corporation
MI 6.0
Frontier Asset Management LLC
WY 5.9
Cambridge Associates Ltd LLC
MA 5.9
Marcuard Family Office Ltd
5.9
Synovus Securities Inc
GA 5.8
FNB Investment Advisors Inc
PA 5.7
Advisors Capital Management LLC
NJ 5.6
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