Asset manager · Stamford, CT
Altrinsic Global Advisors, LLC
SEC-registered investment adviser · CRD 109678 · SEC 801-63055
At a glance
Altrinsic Global Advisors, LLC is an SEC-registered investment adviser based in Stamford, Connecticut, with $12.2 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a asset manager, ranked 469th of 3,218 asset managers and 1,192nd of 17,210 SEC-registered advisers by assets.
Main office 203-661-0030altrinsic.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $12B
- Rank among asset managers
- #469 of 3,218
- Rank among all SEC RIAs
- #1,192 of 17,210
- Rank in Connecticut
- #48 of 507
- Clients
- 24
- Accounts
- 30
- Discretionary
- 98% of AUM
- Employees
- 34
- Advisory staff
- 13
- Offices
- 1
Owners and executives on its Form ADV
- John D. HockManaging Member/ceo
- John L. DevitaMember
- Robert A. VeglianteGeneral Counsel
- Gregory T. RogersDirector
- Anthony A MastriChief Compliance Officer
- Jeffrey D. KazenHead of Operations & Technology
- Robert C LangMember
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 21 | $5.5B | 45% |
| Investment companies | 3 | $4.2B | 34% |
| State or municipal government entities | – | $1.2B | 10% |
| Pension and profit sharing plans | – | $802M | 7% |
| Corporations or other businesses | – | $409M | 3% |
| Other | – | $104M | <1% |
Private funds
Altrinsic Global Advisors, LLC reports 3 private funds with $682M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Altrinsic Global Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗altrinsic.com ↗
AtlasMembers
The full record on Altrinsic Global Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 510 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Altrinsic Global Advisors, LLC manage?
Altrinsic Global Advisors, LLC reports $12.2 billion in regulatory assets under management across 30 accounts, 98% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Altrinsic Global Advisors, LLC?
Altrinsic Global Advisors, 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.
Who are Altrinsic Global Advisors, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($5.5 billion, 21 clients); investment companies ($4.2 billion, 3 clients); state or municipal government entities ($1.2 billion).
Does Altrinsic Global Advisors, LLC manage private funds?
Yes. It reports 3 private funds with $682 million in gross assets, including other private funds.
Does Altrinsic Global Advisors, LLC have any disciplinary history?
Altrinsic Global Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Altrinsic Global Advisors, 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 (2026-03-31), 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 →