Altaris, Llc
- Regulatory AUM
- $9.3B
- Discretionary
- $9.3B
- Clients
- 19
- Avg AUM / client
- $492M
- Accounts
- 19
- Employees
- 37
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 19 | $9.3B | 100.0% |
Private funds (18)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $9.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Altaris Health Partners Vi, L.P. | Private Equity Fund | Delaware | $2.7B | 64 |
| Altaris Health Partners V, L.P. | Private Equity Fund | Delaware | $1.9B | 56 |
| Altaris Health Partners Iv, L.P. | Private Equity Fund | Delaware | $1.2B | 86 |
| Altaris Health Partners V A, L.P. | Private Equity Fund | Delaware | $897M | 46 |
| Altaris Health Partners Vi A, L.P. | Private Equity Fund | Delaware | $814M | 45 |
| Altaris Health Partners Iii, L.P. | Private Equity Fund | Delaware | $760M | 68 |
| Altaris Constellation Partners Iv, L.P. | Private Equity Fund | Delaware | $376M | 71 |
| Altaris Constellation Partners, L.P. | Private Equity Fund | Delaware | $261M | 28 |
| A5083, L.P. | Private Equity Fund | Delaware | $80.5M | 2 |
| Altaris V 4042, L.P. | Private Equity Fund | Delaware | $64.4M | 2 |
| A4048, L.P. | Private Equity Fund | Delaware | $50.5M | 2 |
| Altaris V 5082, L.P. | Private Equity Fund | Delaware | $43.9M | 2 |
| Altaris Padagis Co Invest, L.P. | Private Equity Fund | Delaware | $43.1M | 5 |
| Altaris Vi T Co Invest, L.P | Private Equity Fund | Delaware | $40.5M | 2 |
| Altaris Vi 4042, L.P. | Private Equity Fund | Delaware | $40.5M | 2 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aitken Davies, George, Edward | Limited Partner | May 2007 (19y) | ≈ 37.5% – 75% via Tyson Partners, L.P. | |
| Tully, Daniel, Gabor | Limited Partner | May 2007 (19y) | ≈ 37.5% – 75% via Tyson Partners, L.P. | |
| Mullens, Charles, Terrence | Chief Compliance Officer | Apr 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tyson Partners, L.P. | Managing Member | May 2007 | A | 75% or more |
| Altaris Partners, Llc | General Partner | May 2007 | B | GP / trustee / elected manager of Tyson Partners, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Aitken Davies, George, Edward: 50% – 75% of Tyson Partners, L.P. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Tully, Daniel, Gabor: 50% – 75% of Tyson Partners, L.P. × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (18, $9.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Altaris Health Partners Vi, L.P. | Private Equity Fund | $2.7B | $20.0M | 64 |
| Altaris Health Partners V, L.P. | Private Equity Fund | $1.9B | $20.0M | 56 |
| Altaris Health Partners Iv, L.P. | Private Equity Fund | $1.2B | $20.0M | 86 |
| Altaris Health Partners V A, L.P. | Private Equity Fund | $897M | $20.0M | 46 |
| Altaris Health Partners Vi A, L.P. | Private Equity Fund | $814M | $20.0M | 45 |
| Altaris Health Partners Iii, L.P. | Private Equity Fund | $760M | $10.0M | 68 |
| Altaris Constellation Partners Iv, L.P. | Private Equity Fund | $376M | $5.0M | 71 |
| Altaris Constellation Partners, L.P. | Private Equity Fund | $261M | $5.0M | 28 |
| A5083, L.P. | Private Equity Fund | $80.5M | $0 | 2 |
| Altaris V 4042, L.P. | Private Equity Fund | $64.4M | $0 | 2 |
| A4048, L.P. | Private Equity Fund | $50.5M | $0 | 2 |
| Altaris V 5082, L.P. | Private Equity Fund | $43.9M | $0 | 2 |
| Altaris Padagis Co Invest, L.P. | Private Equity Fund | $43.1M | $0 | 5 |
| Altaris Vi T Co Invest, L.P | Private Equity Fund | $40.5M | $0 | 2 |
| Altaris Vi 4042, L.P. | Private Equity Fund | $40.5M | $0 | 2 |
| Altaris Health Partners Ii, L.P. | Private Equity Fund | $30.7M | $10.0M | 41 |
| Altaris V 4041, L.P. | Private Equity Fund | $27.7M | $0 | 2 |
| Altaris Padagis Co Invest A, L.P. | Private Equity Fund | $14.7M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 5.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗