ALTRIARCH ASSET MANAGEMENT, LLC
Adviser information for ALTRIARCH ASSET MANAGEMENT, LLC 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 | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 0 |
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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 |
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Clients
Type | Number | RAUM |
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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 |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | – |
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Compensation | – |
Identifiers
SEC RIA File Number | 802-129377 |
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SEC ERA File Number | 802-129377 |
SEC CIK Numbers | None |
SEC CRD Numbers | 328482 |
Legal Entity Identifier | None |
Principal Office
997 MORRISON DRIVESUITE 500
CHARLESTON
SC
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 704-607-8840, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
ALTRIARCH SPECIALTY FINANCE FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
ALTRIARCH SPECIALTY FINANCE FUND, LP | Hedge Fund | $22.0M | $0.0M | 1 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
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BROWN, DANIELLE, BETH | Individual | – | CO-MANAGING PARTNER AND CO-CHIEF EXECUTIVE OFFICER | 08/2023 | < 5% |
BROWN, DANIELLE, BETH | Individual | DBB HOLDINGS, LLC | OWNER | 08/2023 | > 75% |
DBB HOLDINGS, LLC | Domestic Entity | ALTRIARCH COMMERCIAL FINANCE, INC. | OWNER | 08/2023 | 25-50% |
LATITUDE HOLDINGS LLC | Domestic Entity | ALTRIARCH COMMERCIAL FINANCE, INC. | OWNER | 08/2023 | 25-50% |
WILSON, MCLEAN, ANDREW GEORGE | Individual | LATITUDE HOLDINGS LLC | OWNER | 08/2023 | > 75% |
ALTRIARCH COMMERCIAL FINANCE, INC. | Domestic Entity | – | OWNER | 08/2023 | > 75% |
WILSON, MCLEAN, ANDREW GEORGE | Individual | – | CO-MANAGING PARTNER AND CO-CHIEF EXECUTIVE OFFICER | 08/2023 | < 5% |