Altman Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$119,915,238
Clients
39
100% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
LowAverage account size
$3,074,750
About
Altman Investment Management provides customized portfolio management and occasional investment consultations for high‑net‑worth individuals as well as pension plans, trusts, estates and business entities. The firm offers both discretionary and non‑discretionary investment supervisory services and prepares client‑specific investment policy guidelines to match each client’s net worth, time horizon, liquidity needs and risk tolerance.
The firm combines fundamental, technical (including charting) and macro‑economic analysis and generally emphasizes long‑term trading designed to buy securities below estimated intrinsic value — seeking a margin of safety. Portfolios are constructed from domestic and foreign equities (including ETFs), U.S. government and corporate debt, municipal securities, REITs and money market funds, with quarterly reviews and written reports to clients.
Noteworthy for a firm of its size, the sole principal manages all client accounts (about 39 clients with roughly $120 million under management) and the firm publicizes third‑party ratings, a practice that is uncommon among peers. The brochure also discloses use of soft‑dollar research arrangements, the retention or negotiation of legacy fee arrangements for some clients, custody held with client‑selected custodians, and that the firm does not accept outside compensation for selling investment products.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.95% $3,000,001 - $10,000,000: 0.75% $10,000,001 - $50,000,000: 0.55% $50,000,001+: Negotiable
Hourly fees for advisory consulting services determined on a case-by-case basis
Account minimum: $1,000,000 Minimum fee: Minimum discretionary fee: $7,500; Minimum non-discretionary fee: $8,500 (Equity and Balanced Fee Schedule); Minimum discretionary fee: $20,000 (Fixed Fee Schedule) Fee-only: Investment Supervisory Services Fees with tiered rates and minimum fees; fees are negotiable
Main office location
Altman Investment Management LLC
33 Witherspoon Street, 2 Nd Floor
Princeton NJ 08542, United States
Number of offices
1
Most active in
Altman Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · New York · Texas
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.
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