ALTAROCK PARTNERS, LLC
Adviser information for ALTAROCK PARTNERS, LLC last updated from Form ADV on February 1st, 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 | Delaware, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 3 |
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 | 2 | $4.6B |
Non-Discretionary | 0 | $0 |
Total | 2 | $4.6B |
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 | 2 | $4.6B |
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 | 50 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
---|---|
Compensation | % of AUMPerformance-based fees |
Principal Office
205 DATURA STREETSUITE 410
WEST PALM BEACH
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM (ET)
Tel: (561) 200-1300, Fax: None
Websites
Chief Compliance Officer
SHANNON T. CABOT
500 CUMMINGS CENTER
SUITE 3490
BEVERLY
MA
United States
Tel:
(978) 922-7701
Fax:
(978) 922-7708
S******@*******************M
(Full email address available in API data)
Industry Affiliates
ALTAROCK GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
ALTAROCK FUND, LP | Hedge Fund | $2,051.0M | $5.0M | 97 |
BBH ALTAROCK PARTNERS MASTER FUND, LP | Hedge Fund | $2,571.0M | $0.1M | 1850 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MASSEY, MARK, THOMAS | Individual | – | CHIEF EXECUTIVE OFFICER | 02/2002 | > 75% |
CABOT, SHANNON, THERIAULT | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2014 | < 5% |
BIG MOUND PARTNERS, LLC | Domestic Entity | – | GENERAL PARTNER | 01/2024 | < 5% |
MASSEY, MARK, THOMAS | Individual | BIG MOUND PARTNERS, LLC | MANAGING MEMBER | 01/2024 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC-CL A | COMM | 729M | 4M | – |
AMAZON.COM INC | COMM | 798M | 4M | – |
CHARTER COMMUNICATIONS INC-A | COMM | 2M | 6K | – |
FAIR ISAAC INC | COMM | 52M | 35K | – |
MASTERCARD INC-CLASS A | COMM | 118M | 267K | – |
MICROSOFT CORP | COMM | 865M | 2M | – |
MOODYS CORP | COMM | 458M | 1M | – |
TRANSDIGM GROUP INC | COMM | 1B | 1M | – |
VISA INC-CLASS A SHRS | COMM | 467M | 2M | – |