{ "crd_number": 160498, "slug": "altamont-capital-partners-palo-alto-ca-160498", "primary_business_name": "ALTAMONT CAPITAL PARTNERS", "legal_name": "ALTAMONT CAPITAL MANAGEMENT, L.P.", "dbas": [], "city": "Palo Alto", "state": "CA", "country": "United States", "cbsa_code": "41940", "metro": { "cbsa_code": "41940", "common_name": "San Jose", "msa_name": "San Jose-Sunnyvale-Santa Clara, CA", "path": "/advisors/ca/san-jose" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 4018291898.0, "raum_discretionary": 4018291898.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 55, "advisory_employees": 38, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 4018291898.0, "count": 31 } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "TX" ], "websites": [ "https://altamontcapital.com", "https://linkedin.com/company/altamont-capital-partners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160498", "city_as_filed": "PALO ALTO", "url": "https://advisorcensus.com/firm/altamont-capital-partners-palo-alto-ca-160498", "display_name": "Altamont Capital Partners", "summary": "Altamont Capital Partners is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Altamont Capital Partners (CRD 160498): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Altamont Capital Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Altamont Capital Partners reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Altamont Capital Partners located?", "a": "Altamont Capital Partners' principal office is in Palo Alto, CA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Altamont Capital Partners registered with the SEC or a state?", "a": "Altamont Capital Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160498." }, { "q": "How much does Altamont Capital Partners manage?", "a": "Altamont Capital Partners reports $4,018,291,898 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Altamont Capital Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for Altamont Capital Partners: Regulatory assets under management: $3,005,360,525 in the October 2021 data and $4,018,291,898 in the October 2026 data, up 34%. Total employees: 59 in October 2021 and 55 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Altamont Capital Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (31)." }, { "q": "Does Altamont Capital Partners 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/160498" }, { "q": "What changed in Altamont Capital Partners' recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 37 to 38. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3005360525.0, "total_employees": 59, "filing_date": "2021-06-11" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4638234936.0, "total_employees": 58, "filing_date": "2022-06-22" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4100323757.0, "total_employees": 59, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4197521347.0, "total_employees": 60, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 4293570934.0, "total_employees": 54, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 4018291898.0, "total_employees": 55, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 37 to 38.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/altamont-capital-partners-palo-alto-ca-160498.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 31, "fewer_than_5": false, "raum": 4018291898.0 } ], "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/160498", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }