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| Altamont Capital Management LLC
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|
|---|---|
| CRD # | 118979 |
| SEC # | 801-107614 |
| CIK # | |
| AUM | $412.3 M (2026-01-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 828-236-0610 |
| Address | 100 Coxe Avenue Asheville, NC 28801 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 41.3 |
| (b) Individuals (high net worth individuals) | 41 | 276.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 53.7 |
| (h) Charitable organizations | 0 | 40.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 387 | 412.3 |
| By Discretionary | ||
| Discretionary | 356 | 355.3 |
| Non-Discretionary | 31 | 57.0 |
| Total | 387 | 412.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 412.3 | |
| Total | 387 | 412.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northbridge Financial Group LLC
✚
|
FL | 0.4 |
|
Kerberos Capital Management LLC
✚
|
IL | 0.4 |
|
Lakeside Advisors Inc
✚
|
WA | 0.4 |
|
Bay Harbor Wealth Management LLC
✚
|
MD | 0.4 |
|
Petix & Botte Company
✚
|
CA | 0.4 |
|
Foundation Wealth Management LLC
✚
|
PA | 0.4 |
|
Curbstone Financial Management Corporation
✚
|
NH | 0.4 |
|
Hall Capital Management Company Inc
✚
|
RI | 0.4 |
|
MB Levis & Associates LLC
✚
|
PA | 0.4 |
|
BDFS Capital LLC
✚
|
DE | 0.4 |