Altes Capital, Llc
- Regulatory AUM
- $3.2B
- Discretionary
- $159M
- Clients
- 12
- Avg AUM / client
- $266M
- Accounts
- 12
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 2 | $26.8M | 0.84% |
| Pooled investment vehicles (non-investment companies) | 5 | $123M | 3.87% |
| Charitable organizations | 1 | $1.1B | 34.3% |
| Other investment advisers | 3 | $1.9B | 60.8% |
| Insurance companies | 1 | $6.7M | 0.21% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $125M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Arec Highmore Real Estate Income Fund, Lp | Real Estate Fund | Delaware | $52.9M | 10 |
| Highmore Oz Fund I, Lp | Real Estate Fund | Delaware | $24.5M | 39 |
| Pan Highmore Multi Strategy, Lp | Hedge Fund | Delaware | $22.9M | 12 |
| Pan Highmore Multi Strategy, Ltd | Hedge Fund | British Virgin Islands | $12.4M | 3 |
| Highmore Oz Fund Ii, Lp | Real Estate Fund | Delaware | $12.2M | 13 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Altenburg, Brian, Michael | Managing Partner | Jan 2024 (3y) | 50% – 75% | |
| Joseph Richard Julian | Partner, Chief Compliance Officer | Jan 2024 (3y) | 50% – 75% |
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 (5, $125M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Arec Highmore Real Estate Income Fund, Lp | Real Estate Fund | $52.9M | $200K | 10 |
| Highmore Oz Fund I, Lp | Real Estate Fund | $24.5M | $200K | 39 |
| Pan Highmore Multi Strategy, Lp | Hedge Fund | $22.9M | $1.0M | 12 |
| Pan Highmore Multi Strategy, Ltd | Hedge Fund | $12.4M | $1.0M | 3 |
| Highmore Oz Fund Ii, Lp | Real Estate Fund | $12.2M | $200K | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1.65 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 individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
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 05, 2026.
View current Form ADV (SEC/IAPD) ↗