ALTAMAR PARTNERS NORTH AMERICA LLC
Adviser information for ALTAMAR PARTNERS NORTH AMERICA LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 1 | $5.9B |
| Total | 1 | $5.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $5.9B |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | Fixed feesEXPENSE REIMBURSEMENTS |
Identifiers
| SEC RIA File Number | 801-107569 |
|---|---|
| SEC ERA File Number | 801-107569 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 283144 |
| Legal Entity Identifier | None |
Principal Office
400 MADISON AVENUESUITE 5A
NEW YORK
NY
United States
Monday - Friday, 9:00 - 5:30
Tel: 212-257-5781, Fax: None
Chief Compliance Officer
GREGORY L. FLORIO
641 LEXINGTON AVENUE
FLOOR 17
NEW YORK
NY
United States
Tel:
212-257-5781
G******@*********G
(Full email address available in API data)
Regulatory Contact
DEREK SNYDER
MANAGING DIRECTOR & PARTNER
400 MADISON AVENUE
SUITE 5A
NEW YORK
NY
United States
D******@*************M
(Full email address available in API data)
Industry Affiliates
| ALTAMAR PRIVATE EQUITY SGIIC SAU | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ALTAMAR (US) BLOCKER LLC | Domestic Entity | – | SOLE MEMBER | 02/2016 | > 75% |
| ALTAMAR CAM PARTNERS, S.L. | Foreign Entity | ALTAMAR (US) BLOCKER LLC | SOLE MEMBER | 02/2016 | > 75% |
| FLORIO, GREGORY, LEE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2016 | < 5% |
| SNYDER, DEREK, SPENCER | Individual | – | MANAGING DIRECTOR & PARTNER | 12/2016 | < 5% |