ALTAIR ADVISERS, LLC
Adviser information for ALTAIR ADVISERS, LLC last updated from Form ADV on March 29th, 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 | 70 |
|---|---|
| Investment Advisory/Research | 31 |
| 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 | 532 | $3.2B |
| Non-Discretionary | 354 | $4.2B |
| Total | 886 | $7.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 431 | $372.7M |
| HNW Individuals | 353 | $4.8B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $976.7M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 63 | $729.6M |
| 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 | 38 | $492.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for investment companiesPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-61138 |
|---|---|
| SEC ERA File Number | 801-61138 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 120642 |
| Legal Entity Identifier | None |
Principal Office
303 W. MADISON ST.SUITE 600
CHICAGO
IL
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 312-429-3000, Fax: 312-429-3029
Chief Compliance Officer
REBEKAH KOHMESCHER
CEO
303 W. MADISON STREET
STE 600
CHICAGO
IL
United States
Tel:
312-429-3000
Fax:
312-429-3029
R**********@*****************M
(Full email address available in API data)
Regulatory Contact
CLAIRE BROWNE
DIRECTOR OF COMPLIANCE
303 W. MADISON STREET
SUITE 600
CHICAGO
IL
United States
Tel:
312-420-3000
Fax:
312-429-3029
C******@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WEINSTEIN, STEVEN, BARRY | Individual | – | CHAIRMAN | 01/2018 | < 5% |
| BLACK, RICHARD, KENT | Individual | – | MEMBER, MANAGING DIRECTOR | 04/2002 | 5-10% |
| MALIS, BRYAN, RANDALL | Individual | – | MEMBER, MANAGING DIRECTOR | 04/2002 | 10-25% |
| PHRM INVESTMENTS LLC | Domestic Entity | – | MEMBER | 06/2002 | 10-25% |
| MAZZOLINI, RICHARD, L. (MI ONLY) | Individual | PHRM INVESTMENTS LLC | MEMBER | 05/2002 | 25-50% |
| HANS, PATRICK, R. (MI ONLY) | Individual | PHRM INVESTMENTS LLC | MEMBER | 05/2002 | 25-50% |
| HANS, GAYLE, B. (MI ONLY) | Individual | PHRM INVESTMENTS LLC | MEMBER | 05/2002 | 25-50% |
| BHH, LLC | Domestic Entity | PHRM INVESTMENTS LLC | MEMBER | 05/2002 | 25-50% |
| PATRICK R. HANS 1998 FAMILY TRUST | Domestic Entity | BHH, LLC | MEMBER | 04/1998 | > 75% |
| SOROTA, DONALD, JOSEPH | Individual | – | MEMBER, MANAGING DIRECTOR | 01/2011 | 10-25% |
| LAURIE, JASON, MARK | Individual | – | MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | 01/2018 | 10-25% |
| MURRAY, MICHAEL, JAMES | Individual | – | MEMBER, MANAGING DIRECTOR | 01/2011 | 10-25% |
| Claire, Browne | Individual | – | DIRECTOR OF COMPLIANCE | 01/2023 | < 5% |
| FRENCH, TIMOTHY, GRANT | Individual | – | MEMBER, MANAGING DIRECTOR, CHIEF CLIENT OFFICER | 01/2020 | < 5% |
| Kohmescher, Rebekah, Lea | Individual | – | MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | 01/2018 | 10-25% |
| MANGOUBI, RACHAEL, HALSTUK | Individual | – | MEMBER, MANAGING DIRECTOR | 01/2021 | < 5% |
| LIN, DAVID, JOHN | Individual | – | MEMBER, MANAGING DIRECTOR HEAD OF RESEARCH AND DUE DILIGENCE | 12/2021 | < 5% |