# Altamar Partners North America LLC

> 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.

- CRD: 283144
- Filed as: ALTAMAR PARTNERS NORTH AMERICA LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283144
- AdvisorCensus page: https://advisorcensus.com/firm/altamar-partners-north-america-llc-new-york-ny-283144

## Quick answers

**How is Altamar Partners North America LLC compensated?**
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.

**Where is Altamar Partners North America LLC located?**
Altamar Partners North America LLC's principal office is in New York, NY, according to its Form ADV.

**Is Altamar Partners North America LLC registered with the SEC or a state?**
Altamar Partners North America LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283144.

**How much does Altamar Partners North America LLC manage?**
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).

**How have Altamar Partners North America LLC's assets and staff changed since 2021?**
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.

**Does Altamar Partners North America 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/283144

**What changed in Altamar Partners North America LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $5,146,897,079
- Discretionary: $0
- Non-discretionary: $5,146,897,079

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | Fewer than 5 | $5,146,897,079 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 11 total, 10 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,336,055,912 | 8 | March 31, 2021 |
| October 2022 | $4,197,393,857 | 10 | March 30, 2022 |
| October 2023 | $3,331,597,773 | 9 | March 31, 2023 |
| October 2024 | $5,855,771,000 | 9 | March 28, 2024 |
| October 2025 | $6,547,291,680 | 9 | March 26, 2025 |
| October 2026 | $5,146,897,079 | 11 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altamar Partners North America LLC (CRD 283144): Form ADV filing data as of October 2026.