# Alteris Capital Partners, LLC

> Alteris Capital Partners, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 335079
- Filed as: ALTERIS CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335079
- AdvisorCensus page: https://advisorcensus.com/firm/alteris-capital-partners-llc-houston-tx-335079

## Quick answers

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

**How much does Alteris Capital Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Flat fee: $5,000 to $25,000 (ongoing financial planning engagements); Flat fee: $25,000 to $100,000 (business consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Alteris Capital Partners, LLC located?**
Alteris Capital Partners, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Alteris Capital Partners, LLC registered with the SEC or a state?**
Alteris Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335079.

**How much does Alteris Capital Partners, LLC manage?**
Alteris Capital Partners, LLC reports $139,530,282 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Alteris Capital Partners, LLC's assets and staff changed since 2025?**
In the Form ADV data for Alteris Capital Partners, LLC: Regulatory assets under management: $101,191,127 in the October 2025 data and $139,530,282 in the October 2026 data, up 38%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alteris Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (15).

**Which custodians does Alteris Capital Partners, LLC use?**
Alteris Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Alteris Capital Partners, 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/335079

**Does Alteris Capital Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "Alteris generally does not impose a minimum relationship size."

**What changed in Alteris Capital Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $101,191,127 to $139,530,282 (+38%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: None

> Alteris generally does not impose a minimum relationship size.

- Flat fee: $5,000 to $25,000 (ongoing financial planning engagements)

> Alteris offers financial planning services for a fixed engagement fee ranging from $5,000 to $25,000 for ongoing financial planning engagements.

- Flat fee: $25,000 to $100,000 (business consulting services)

> Alteris offers business consulting services for a fixed engagement fee ranging from $25,000 to $100,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services 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: $139,530,282
- Discretionary: $139,530,282
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $27,369,366 |
| High net worth individuals | 15 | $90,339,058 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $520,795 |
| Charitable organizations | Fewer than 5 | $21,301,063 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alteriscp.com
- LinkedIn @alteris-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $101,191,127 | 3 | June 6, 2025 |
| October 2026 | $139,530,282 | 3 | March 6, 2026 |

Regulatory assets under management: $101,191,127 in the October 2025 data and $139,530,282 in the October 2026 data, up 38%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $101,191,127 to $139,530,282 (+38%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alteris Capital Partners, LLC (CRD 335079): Form ADV filing data as of October 2026.