Altum Capital Management, Llc
- Regulatory AUM
- $648M
- Discretionary
- $648M
- Clients
- 3
- Avg AUM / client
- $216M
- Accounts
- 4
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $648M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $744M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Altum Credit Master Fund, Ltd. master | Hedge Fund | Cayman Islands | $694M | 105 |
| Altum Co Investor Vehicle I, Llc | Hedge Fund | Delaware | $49.7M | 3 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hogan, Marjorie, Ellen | Managing Member, Chief Executive Officer | Nov 2011 (15y) | 75% or more | |
| Murray, Thomas, Timothy | Chief Compliance Officer And Chief Operating Officer | Jun 2012 (14y) | Less than 5% | |
| Batra, Ashish | Chief Financial Officer | Jul 2019 (7y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (2, $744M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Altum Credit Master Fund, Ltd. | Hedge Fund | $694M | $1.0M | 105 |
| Altum Co Investor Vehicle I, Llc | Hedge Fund | $49.7M | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.66 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
Reported custodians
- Merrill Lynch $13.4M (1% of AUM) Oct 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗