|
⚲
|
| Altman Investment Management LLC
✚
|
|
|---|---|
| CRD # | 113832 |
| SEC # | 801-60387 |
| CIK # | |
| AUM | $119.9 M (2026-03-17) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 609-252-0048 |
| Address | 33 Witherspoon Street Princeton, NJ 08542 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.1 |
| (b) Individuals (high net worth individuals) | 39 | 118.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 68 | 119.9 |
| By Discretionary | ||
| Discretionary | 68 | 119.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 68 | 119.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.0 | |
| United States Persons | 99.9 | |
| Total | 68 | 119.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Western Reserve Capital Management LLC
✚
|
OH | 0.1 |
|
Mile Wealth Management LLC
✚
|
CA | 0.1 |
|
Abens Financial Services Inc
✚
|
MN | 0.1 |
|
Sasser Investment Management Inc
✚
|
CA | 0.1 |
|
Levitt Capital Management
✚
|
0.1 | |
|
MTR Financial Services LLC
✚
|
TX | 0.1 |
|
Fair Asset Management LLC
✚
|
0.1 | |
|
1650 Wealth Management LLC
✚
|
FL | 0.1 |
|
Money Management Concepts Inc
✚
|
FL | 0.1 |
|
Black Capital Management LLC
✚
|
0.1 |