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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freeAsset manager · New York, NY
SEC-registered investment adviser · CRD 283144 · SEC 801-107569
At a glance
Altamar Partners North America LLC is an SEC-registered investment adviser based in New York, New York, with $5.1 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a asset manager, ranked 688th of 3,218 asset managers and 2,053rd of 17,210 SEC-registered advisers by assets.
Main office 212-257-5781As filed on Form ADV
Altamar Partners North America LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | – | $5.1B | 100% |
Altamar Partners North America LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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Altamar Partners North America LLC reports $5.1 billion in regulatory assets under management across 1 accounts, on its Form ADV filed March 30, 2026.
Altamar Partners North America LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
By assets, its largest client types are other investment advisers ($5.1 billion).
Altamar Partners North America LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Every figure is Altamar Partners North America LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →