A
Altanes Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,087,900
Clients
20
40% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$1,104,395
About
Altanes Investments provides discretionary portfolio management and ongoing investment advice primarily to individual clients, managing roughly $22.1 million in client assets across about 20 accounts. Services emphasize individualized investment policies and include recommendations for individual equities as part of tailored portfolios.
The firm’s investment process relies on fundamental analysis and a long-term buy-and-hold approach, with account supervision guided by each client’s stated objectives, time horizon, risk tolerance and tax considerations. Accounts are monitored continuously with at least quarterly reviews, and clients receive custodial statements and trade confirmations as the primary source of reporting unless additional reports are requested.
Compared with many peers, Altanes operates with a relatively small client roster and correspondingly larger average account sizes, reflecting a concentrated client base. The firm requires clients to direct custody and brokerage choice while commonly recommending Charles Schwab and participating in Schwab’s advisor program (from which the firm receives non‑monetary benefits), and it does not vote proxies on client securities, leaving proxy voting to clients.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
1.00% annually
Account minimum: $1,000,000
Most active in
Altanes Investments, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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