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AP

Altamar Partners North America Llc

SEC-registered Investment Adviser · Mid-sized ($1B–$10B) CRD 283144 · SEC file 801-107569 · New York, NY
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$5.1B
Discretionary
$0
Clients
Avg AUM / client
Accounts
1
Employees
11

AUM over time

$0 $6.5B
Dec 2015 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 30, 2026

Who they serve

Client typeClientsAUM% of AUM
Other investment advisers Fewer than 5 clients $5.1B 100.0%

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Florio, Gregory, Lee Chief Compliance Officer Mar 2016 (10y) Less than 5%
Snyder, Derek, Spencer Managing Director & Partner Dec 2016 (10y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Altamar (Us) Blocker Llc Sole Member Feb 2016 A 75% or more
Altamar Cam Partners, S.L. Sole Member Feb 2016 B ≈ 56.25% – 100% via Altamar (Us) Blocker Llc

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Altamar Cam Partners, S.L.: 75% – 100% of Altamar (Us) Blocker Llc × 75% – 100% direct ≈ 56.25% – 100% 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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 982 KB 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

  • Fixed fees
  • Other fees
  • EXPENSE REIMBURSEMENTS

Services

  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Custody

Firm reports it does not have 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 30, 2026.

View current Form ADV (SEC/IAPD) ↗