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 $7.4 BB (2024-03-29)
Employees 70 (44% Investors, 0% Brokers)
Phone312-429-3000
Address303 W Madison St
Chicago, IL 60606
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($BB)
7.56.04.53.01.50.02000200820162025
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 ($BB)
200160120804002013201720212025
AUM Breakdown Accounts AUM ($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
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
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