ALTAMONT CAPITAL MANAGEMENT
ALTAMONT CAPITAL MANAGEMENT, LLC. Legal Name
Adviser information for ALTAMONT CAPITAL MANAGEMENT last updated from Form ADV on February 14th, 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 | North Carolina, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 360 | $272.2M |
| Non-Discretionary | 0 | $0 |
| Total | 360 | $272.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 114 | $35.6M |
| HNW Individuals | 40 | $160.7M |
| 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 | 11 | $38.1M |
| Charitable organizations | <5 | $37.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $324,882 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | HEALTHCARE CONSULTING AND INSURANCE SALES |
Identifiers
| SEC RIA File Number | 801-107614 |
|---|---|
| SEC ERA File Number | 801-107614 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 118979 |
| Legal Entity Identifier | None |
Principal Office
100 COXE AVENUEASHEVILLE
NC
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 828-236-0610, Fax: 828-236-0630
Chief Compliance Officer
SHON NORRIS
CHIEF COMPLIANCE OFFICER
100 COXE AVENUE
ASHEVILLE
NC
United States
Tel:
828-236-0610
Fax:
828-236-0630
S******@*********M
(Full email address available in API data)
Industry Affiliates
| GOULD KILLIAN CPA GROUP, P.A. | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JENKINS, HARVEY, WAYNE | Individual | – | MEMBER | 03/2001 | 25-50% |
| TOWSON, GERALD, EDWARD | Individual | – | MEMBER | 03/2001 | 25-50% |
| NORRIS, SHON, PATRICK | Individual | – | MEMBER / CCO / PRESIDENT | 01/2024 | 25-50% |
| MULLINIX, DANIEL, RUDELL | Individual | – | MEMBER | 01/2023 | 25-50% |