Altium Investment Strategies LLC

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Assets, Funds, Holdings

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Altium Investment Strategies LLC
CRD #333950
SEC #801-131829
CIK #
AUM $113.0 M (2025-06-06)
Employees 5 (20% Investors, 20% Brokers)
Phone813-215-7783
Address2211 Ashley Oaks Circle
Wesley Chapel, FL 33544
Source [IAPD]
Total AUM ($M)
1209672482402011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 1 113.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 117 113.0
By Discretionary
Discretionary 117 113.0
Non-Discretionary 0 0.0
Total 117 113.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 113.0
Total 117 113.0
Comparable Firms State AUM ($B)
Simplify EQLS LLC
NV 0.1
Vizcaya Capital Partners LLC
FL 0.1
Thor Trading Advisors LLC
PA 0.1
Ridgeline Research LLC
0.1
M83 Investment Group LLC
CA 0.1
Skypoint Capital Advisors LLC
GA 0.1
Boussard & Gavaudan America LLC
NY 0.1
PSP Research LLC
0.1
Range Rock Capital LLC
MA 0.1
Baypointe Partners LLC
CT 0.1
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