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| Altair Advisers LLC
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|
|---|---|
| CRD # | 120642 |
| SEC # | 801-61138 |
| CIK # | 0001624489 |
| AUM | $6.0 BB (2023-03-29) |
| Employees | 65 (46% Investors, 0% Brokers) |
| Phone | 312-429-3000 |
| Address | 303 W Madison St Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| 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 ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($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 - 2023 |
|---|---|---|
| 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 |