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| Altium Investment Strategies LLC
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|
|---|---|
| CRD # | 333950 |
| SEC # | 801-131829 |
| CIK # | 0002131949 |
| AUM | $517.7 M (2026-03-30) |
| Employees | 8 (50% Investors, 50% Brokers) |
| Phone | 813-215-7783 |
| Address | 2211 Ashley Oaks Circle Wesley Chapel, FL 33544 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002131949 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 14.8 | ||
| Alphabet Inc | 0.5 | ||
| Amazon Com Inc | 0.4 | ||
| Hyperliquid Strategies Inc | 0.1 | ||
| Grayscale Chainlink Trust ETF | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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 | 340.8 |
| (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 | 1 | 340.8 |
| By Discretionary | ||
| Discretionary | 1 | 340.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 340.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 340.8 | |
| Total | 1 | 340.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002131949] |
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