# Altair Advisers, LLC

> Altair Advisers, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2002, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 120642
- Filed as: ALTAIR ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/120642
- AdvisorCensus page: https://advisorcensus.com/firm/altair-advisers-llc-chicago-il-120642

## Quick answers

**How is Altair Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Altair Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Altair Advisers, LLC located?**
Altair Advisers, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Altair Advisers, LLC registered with the SEC or a state?**
Altair Advisers, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 120642.

**How much does Altair Advisers, LLC manage?**
Altair Advisers, LLC reports $9,759,855,198 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (53% discretionary).

**How have Altair Advisers, LLC's assets and staff changed since 2021?**
In the Form ADV data for Altair Advisers, LLC: Regulatory assets under management: $6,024,307,243 in the October 2021 data and $9,759,855,198 in the October 2026 data, up 62%. Total employees: 53 in October 2021 and 75 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Altair Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (479); high net worth individuals (416); charitable organizations (85).

**Which custodians does Altair Advisers, LLC use?**
Altair Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does Altair Advisers, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/120642

**What changed in Altair Advisers, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 32 to 34. Regulatory assets under management went from $8,681,860,723 to $9,759,855,198 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Minimum annual fee: $50,000

> Altair imposes a minimum annual fee of $50,000 which increases by 3% every four quarters. This minimum will be reduced under certain limited circumstances and/or certain long-time clients are “grandfathered” under a prior fee arrangement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $9,759,855,198
- Discretionary: $5,152,558,388
- Non-discretionary: $4,607,296,810

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 479 | $403,801,473 |
| High net worth individuals | 416 | $6,296,448,228 |
| Investment companies | 1 | $1,421,199,615 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $0 |
| Charitable organizations | 85 | $1,166,189,548 |
| Corporations or other businesses not listed above | 34 | $472,216,334 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2002 (24 years)
- Employees: 75 total, 34 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, IL, IN, LA, MI, NH, NY, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- altairadvisers.com
- Facebook @ALTAIRADVISERS
- Instagram @ALTAIR_ADVISERS
- LinkedIn @ALTAIR-ADVISERS
- YouTube @AltairAdvisers

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,024,307,243 | 53 | March 31, 2021 |
| October 2022 | $6,683,259,970 | 60 | March 31, 2022 |
| October 2023 | $6,014,189,352 | 65 | July 10, 2023 |
| October 2024 | $7,386,489,664 | 70 | March 29, 2024 |
| October 2025 | $8,681,860,723 | 75 | March 31, 2025 |
| October 2026 | $9,759,855,198 | 75 | March 31, 2026 |

Regulatory assets under management: $6,024,307,243 in the October 2021 data and $9,759,855,198 in the October 2026 data, up 62%.
Total employees: 53 in October 2021 and 75 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 32 to 34.
- Regulatory assets under management went from $8,681,860,723 to $9,759,855,198 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altair Advisers, LLC (CRD 120642): Form ADV filing data as of October 2026.