Altamar Secondaries LLC (New York)

Altamar Secondaries LLC is a large advisory firm based in New York. It manages $442.49 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016.

Altamar Secondaries 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 Secondaries: assets under management

The assets under management (AUM) of Altamar Secondaries LLC is $442.49 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Altamar Secondaries 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 Secondaries LLC

The company employs 25 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
Harvey Lambert	Officer	1 Jul 2016	Other	6621420
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 Secondaries 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.