ALTAS CORPORATION
Adviser information for ALTAS CORPORATION 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 802-119708 |
|---|---|
| SEC ERA File Number | 802-119708 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310909 |
| Legal Entity Identifier | None |
Principal Office
79 WELLINGTON STREET, SUITE 3500,TORONTO, ONTARIO
Canada
Monday - Friday, 9AM TO 6PM
Tel: 416-306-9800, Fax: 416 775 8257
Chief Compliance Officer
NoneIndustry Affiliates
| ALTAS PARTNERS HOLDINGS GP LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| APH I GP LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| APH III GP LP | 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 |
|---|---|---|---|---|
| ALTAS INVESTORS II LP | Private Equity Fund | $25.8M | $0.0M | 37 |
| ALTAS PARTNERS HOLDINGS II (A) LP | Private Equity Fund | $1,254.2M | $0.0M | 46 |
| ALTAS PARTNERS HOLDINGS II (C) LP | Private Equity Fund | $627.9M | $0.0M | 19 |
| ALTAS PARTNERS HOLDINGS II LP | Private Equity Fund | $2,121.1M | $0.0M | 78 |
| APH II PB CO-INVEST LP | Private Equity Fund | $123.5M | $0.0M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| APH II ULC | Foreign Entity | – | SHAREHOLDER | 04/2020 | > 75% |
| ALTAS PARTNERS LP | Foreign Entity | AP HOLDINGS LP | LIMITED PARTNER | 12/2022 | 25-50% |
| SHEINER, ANDREW, JONATHAN | Individual | LISMORE ROAD HOLDINGS CORPORATION | SHAREHOLDER | 06/2012 | > 75% |
| McElhone, Christopher | Individual | – | MANAGING PARTNER | 10/2018 | < 5% |
| LISMORE ROAD HOLDINGS CORPORATION | Foreign Entity | ALTAS PARTNERS LP | LIMITED PARTNER | 12/2018 | > 75% |
| Werry, Scott, Samuel | Individual | – | MANAGING PARTNER | 10/2018 | < 5% |
| SHEINER, ANDREW, JONATHAN | Individual | – | MANAGING PARTNER, CHIEF EXECUTIVE OFFICER | 10/2018 | < 5% |
| Nicoletti, Paul | Individual | – | PARTNER, CHIEF OPERATING OFFICER | 10/2018 | < 5% |
| AP HOLDINGS LP | Foreign Entity | APH II ULC | SHAREHOLDER | 12/2022 | > 75% |
| Werry, Scott, Samuel | Individual | AP HOLDINGS LP | LIMITED PARTNER | 01/2023 | 25-50% |
| McElhone, Christopher | Individual | AP HOLDINGS LP | LIMITED PARTNER | 12/2022 | 25-50% |