Altamar Partners North America LLC (New York)

Altamar Partners North America LLC is a large advisory firm based in New York. It manages $3.11 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018.

Altamar Partners North America provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Altamar Partners North America: assets under management

The assets under management (AUM) of Altamar Partners North America LLC is $3.11 billion. $3.11 billion of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Altamar Partners North America LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Altamar Partners North America LLC

The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Altamar (Us) Blocker Llc	Sole member	1 Feb 2016	75% - 100%	81-1539107
Gregory Lee Florio	Chief compliance officer	1 Mar 2016	Other	4126029
Derek Spencer Snyder	Managing director	1 Dec 2016	Other	6827240

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
S.L. Altamar Capital Partners	Sole member	1 Feb 2016	75% - 100%	foreign

Based in New York

The principal office where Altamar Partners North America LLC performs its advisory services is located at 400 Madison Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-257-5781. The normal business hours are 9:00 - 5:30 on Monday - Friday.