Hedge Fund Database

ALTAMONT CAPITAL PARTNERS

ALTAMONT CAPITAL MANAGEMENT, L.P. Legal Name

Adviser information for ALTAMONT CAPITAL PARTNERS 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 Partnership
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 60
Investment Advisory/Research 41
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 26 $4.2B
Non-Discretionary 0 $0
Total 26 $4.2B

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 26 $4.2B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 46

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMCARRIED INTEREST
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-73701
SEC ERA File Number 801-73701
SEC CIK Numbers None
SEC CRD Numbers 160498
Legal Entity Identifier 5493009OUI6YD0U6TM86

Principal Office

400 HAMILTON AVENUE
SUITE 230
PALO ALTO
CA
United States
Monday - Friday, 8A-6P
Tel: 650-264-7750, Fax: 650-681-3801

Websites

www.linkedin.com/company/altamont-capital-partners www.altamontcapital.com

Chief Compliance Officer

JENNIFER MELLO
MANAGING DIRECTOR, GENERAL COUNSEL
400 HAMILTON AVENUE
SUITE 230
PALO ALTO
CA
United States
Tel: 650-264-7746
Fax: 650-681-3801
(Full email address available in API data)

Regulatory Contact

CAROL PEREIRA
CHIEF FINANCIAL OFFICER
400 HAMILTON AVENUE
SUITE 230
PALO ALTO
CA
United States
Tel: 650-264-7771
Fax: 650-681-3801
(Full email address available in API data)

Industry Affiliates

ACP ANNEX FUND GP, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
ACP INVESTMENT FUND GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
ACP INVESTMENT FUND II GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
ACP INVESTMENT FUND III GP, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
ACP INVESTMENT FUND IV GP, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
ACP ANNEX FUND-A, L.P. Private Equity Fund $239.4M $0.0M 11
ACP ANNEX FUND, L.P. Private Equity Fund $107.1M $0.0M 18
ACP ASSOCIATES 2017, LLC Private Equity Fund $115.8M $0.0M 61
ACP ASSOCIATES 2020, LLC Private Equity Fund $23.9M $0.0M 72
ACP ASSOCIATES 2022, LLC Private Equity Fund $28.5M $0.0M 35
ACP ASSOCIATES, LLC Private Equity Fund $48.4M $0.0M 56
ACP INVESTMENT FUND II-A, L.P. Private Equity Fund $600.8M $0.0M 15
ACP INVESTMENT FUND II, L.P. Private Equity Fund $263.3M $0.0M 21
ACP INVESTMENT FUND III-A, L.P. Private Equity Fund $1,251.1M $0.0M 18
ACP INVESTMENT FUND III, L.P. Private Equity Fund $757.3M $0.0M 20
ACP INVESTMENT FUND IV-A, L.P. Private Equity Fund $229.5M $0.0M 26
ACP INVESTMENT FUND IV, L.P. Private Equity Fund $150.6M $0.0M 29
ACP INVESTMENT FUND, L.P. Private Equity Fund $281.4M $0.0M 27
ACP PRIVATE INVESTORS II, L.P. Private Equity Fund $29.8M $0.0M 3
ACP PRIVATE INVESTORS III-A, L.P. Private Equity Fund $119.9M $0.0M 6
ACP PRIVATE INVESTORS III, L.P. Private Equity Fund $68.2M $0.0M 9
ACP TRUST ASSOCIATES 2017, LLC Private Equity Fund $35.5M $0.0M 39
ACP TRUST ASSOCIATES 2020, LLC Private Equity Fund $8.9M $0.0M 46
ACP TRUST ASSOCIATES 2022, LLC Private Equity Fund $0.0M $0.0M 0
ACP TRUST ASSOCIATES, LLC Private Equity Fund $12.0M $0.0M 30
ACP-ALTA OPPORTUNITIES JOINT VENTURE II, L.P. Private Equity Fund $13.2M $0.0M 2
ACP-ALTA OPPORTUNITIES JOINT VENTURE, LLC Private Equity Fund $14.0M $0.0M 2
ACP-JOHNSON PARTNERS JOINT VENTURE II, L.P. Private Equity Fund $5.9M $0.0M 7
ACP-NIERENBERG JOINT VENTURE II, L.P. Private Equity Fund $3.0M $0.0M 2
ACP-NIERENBERG JOINT VENTURE,LLC Private Equity Fund $2.1M $0.0M 2
ACP-PACE JOINT VENTURE, LLC Private Equity Fund $5.9M $0.0M 2

Control Persons

Name Type Entity Title Since Ownership
ROGERS, JESSE, THOMAS Individual – MANAGING DIRECTOR 05/2010 < 5%
SCHWARTZ, KEONI, ANDREW Individual – MANAGING DIRECTOR 05/2010 < 5%
EASON, RANDALL, BRAHAM Individual – MANAGING DIRECTOR 05/2010 < 5%
JOHNSON, KRISTIN, ALANE FIX Individual – MANAGING DIRECTOR, BUSINESS DEVELOPMENT 01/2017 < 5%
PEREIRA, CAROL, MERRICK TURNER Individual – CHIEF FINANCIAL OFFICER 03/2012 < 5%
ROGERS, JESSE, THOMAS Individual ACP MANAGEMENT HOLDCO, L.P. LIMITED PARTNER 03/2012 25-50%
ACP MANAGEMENT HOLDCO, L.P. Domestic Entity ALTAMONT CAPITAL MANAGEMENT PARENT, L.P. LIMITED PARTNER 10/2023 > 75%
MELLO, JENNIFER, BROWN Individual – MANAGING DIRECTOR, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 03/2018 < 5%
ACP MANAGEMENT GP, LLC Domestic Entity – GENERAL PARTNER 12/2019 < 5%
MASON, KEVIN, CHARLES Individual – MANAGING DIRECTOR 12/2020 < 5%
Kunihiro, James, John Individual – MANAGING DIRECTOR, PORTFOLIO OPERATIONS 01/2024 < 5%
Gaynor, Samuel, Jason Individual – MANAGING DIRECTOR 12/2020 < 5%
ALTAMONT CAPITAL MANAGEMENT PARENT, L.P. Domestic Entity – LIMITED PARTNER 10/2023 > 75%
ACP MANAGEMENT GP, LLC Domestic Entity ALTAMONT CAPITAL MANAGEMENT PARENT, L.P. GENERAL PARTNER 10/2023
MEYERDIRK, PETER, ALAN Individual – MANAGING DIRECTOR, CAPITAL MARKETS 01/2024 < 5%

No. Employees, Historic

6030020202021202220232024202550 on 2/3/202056 on 3/30/202056 on 5/1/202059 on 3/30/202159 on 4/7/202159 on 6/11/202158 on 3/30/202258 on 6/22/202259 on 3/31/202359 on 11/8/202360 on 3/29/2024

RAUM, Historic

5B3B02020202120222023202420252449964060 on 2/3/20202560040042 on 3/30/20202560040042 on 5/1/20202837709170 on 3/30/20212837709170 on 4/7/20213005360525 on 6/11/20214473786120 on 3/30/20224638234936 on 6/22/20224100323757 on 3/31/20234100323757 on 11/8/20234197521347 on 3/29/2024

No. Clients, Historic

3015020202021202220232024202518 on 2/3/202018 on 3/30/202018 on 5/1/202022 on 3/30/202122 on 4/7/202122 on 6/11/202122 on 3/30/202222 on 6/22/202226 on 3/31/202326 on 11/8/202326 on 3/29/2024