# Altamont Capital Partners

> 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.

- CRD: 160498
- Filed as: ALTAMONT CAPITAL PARTNERS
- Legal name: Altamont Capital Management, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160498
- AdvisorCensus page: https://advisorcensus.com/firm/altamont-capital-partners-palo-alto-ca-160498

## Quick answers

**How is Altamont Capital Partners compensated?**
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.

**Where is Altamont Capital Partners located?**
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).

**Is Altamont Capital Partners registered with the SEC or a state?**
Altamont Capital Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160498.

**How much does Altamont Capital Partners manage?**
Altamont Capital Partners reports $4,018,291,898 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Altamont Capital Partners' assets and staff changed since 2021?**
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.

**What types of clients does Altamont Capital Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (31).

**Does Altamont Capital Partners 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/160498

**What changed in Altamont Capital Partners' recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $4,018,291,898
- Discretionary: $4,018,291,898
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 31 | $4,018,291,898 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 55 total, 38 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Austin, TX
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- [altamontcapital.com](https://altamontcapital.com)
- LinkedIn @altamont-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,005,360,525 | 59 | June 11, 2021 |
| October 2022 | $4,638,234,936 | 58 | June 22, 2022 |
| October 2023 | $4,100,323,757 | 59 | March 31, 2023 |
| October 2024 | $4,197,521,347 | 60 | March 29, 2024 |
| October 2025 | $4,293,570,934 | 54 | March 31, 2025 |
| October 2026 | $4,018,291,898 | 55 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 37 to 38.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altamont Capital Partners (CRD 160498): Form ADV filing data as of October 2026.
