{ "crd_number": 283144, "slug": "altamar-partners-north-america-llc-new-york-ny-283144", "primary_business_name": "ALTAMAR PARTNERS NORTH AMERICA LLC", "legal_name": "ALTAMAR PARTNERS NORTH AMERICA LLC", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2016-03-30", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 5146897079.0, "raum_discretionary": 0.0, "raum_non_discretionary": 5146897079.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 11, "advisory_employees": 10, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other_investment_advisers": { "raum": 5146897079.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "other" ], "advisory_activities": [ "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283144", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/altamar-partners-north-america-llc-new-york-ny-283144", "display_name": "Altamar Partners North America LLC", "summary": "Altamar Partners North America LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Altamar Partners North America LLC (CRD 283144): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Altamar Partners North America LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Altamar Partners North America LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Altamar Partners North America LLC located?", "a": "Altamar Partners North America LLC's principal office is in New York, NY, according to its Form ADV." }, { "q": "Is Altamar Partners North America LLC registered with the SEC or a state?", "a": "Altamar Partners North America LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283144." }, { "q": "How much does Altamar Partners North America LLC manage?", "a": "Altamar Partners North America LLC reports $5,146,897,079 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary)." }, { "q": "How have Altamar Partners North America LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Altamar Partners North America LLC: Regulatory assets under management: $3,336,055,912 in the October 2021 data and $5,146,897,079 in the October 2026 data, up 54%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "Does Altamar Partners North America LLC report any disciplinary disclosures?", "a": "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/283144" }, { "q": "What changed in Altamar Partners North America LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 10. Regulatory assets under management went from $6,547,291,680 to $5,146,897,079 (-21%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3336055912.0, "total_employees": 8, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4197393857.0, "total_employees": 10, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3331597773.0, "total_employees": 9, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5855771000.0, "total_employees": 9, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 6547291680.0, "total_employees": 9, "filing_date": "2025-03-26" }, { "period": "2026-10-01", "regulatory_assets_under_management": 5146897079.0, "total_employees": 11, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 9 to 10.", "Regulatory assets under management went from $6,547,291,680 to $5,146,897,079 (-21%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/altamar-partners-north-america-llc-new-york-ny-283144.md", "clients": [ { "type": "other_investment_advisers", "label": "Other investment advisers", "count": null, "fewer_than_5": true, "raum": 5146897079.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283144", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }