Alteris Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$139,530,282
Total clients
88
17% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
29
Average account size
$1,585,571
About
Alteris Capital Partners serves individuals and high‑net‑worth clients as well as trusts, estates, charitable organizations, corporations and retirement plans, providing discretionary investment management alongside financial planning and standalone business consulting. The firm offers ongoing portfolio supervision and consulting services intended to align client goals, risk tolerance and liquidity needs.
The firm constructs customized portfolios using low‑cost mutual funds and ETFs and may supplement those with individual stocks, bonds, options and positions recommended through independent managers, applying fundamental, technical and cyclical analysis. Alteris generally takes a long‑term orientation but engages in rebalancing, tax‑aware sales and shorter‑term trading when warranted and maintains continuous client contact and oversight.
Distinctive features include a small, recently founded advisory team managing institutional‑scale assets and the firm’s explicit use of borrowing (margin) and derivatives — including options and leveraged/inverse ETFs — in separately managed accounts, a practice that is uncommon among peer supported firms. Alteris also offers business consulting services (e.g., financial modeling, valuations, exit planning) on a standalone basis and has advisory personnel licensed to sell insurance products, which can create additional conflicts of interest; the firm discloses these relationships in its policies.
Client services
Expertise
Occupation focus
Fee options
Financial planning services: $5,000 to $25,000 per engagement; Business consulting services: $25,000 to $100,000 per engagement.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,001+: 0.45%
Certain advisory persons earn separate insurance commissions for selling insurance products, in addition to advisory fees.
Main office location
Alteris Capital Partners, LLC
520 Post Oak Boulevard, Suite 450
Houston TX 77027, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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