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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) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($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 |
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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 |