# Altriarch Asset Management, LLC

> Altriarch Asset Management, LLC is an SEC-registered investment advisory firm in Charleston, SC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 328482
- Filed as: ALTRIARCH ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charleston, SC
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328482
- AdvisorCensus page: https://advisorcensus.com/firm/altriarch-asset-management-llc-charleston-sc-328482

## Quick answers

**How is Altriarch Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Altriarch Asset Management, LLC reports these compensation arrangements: performance-based fees; other.

**How much does Altriarch Asset Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 0.75% to 1.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Altriarch Asset Management, LLC located?**
Altriarch Asset Management, LLC's principal office is in Charleston, SC, according to its Form ADV.

**Is Altriarch Asset Management, LLC registered with the SEC or a state?**
Altriarch Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 328482.

**How much does Altriarch Asset Management, LLC manage?**
Altriarch Asset Management, LLC reports $349,131,175 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**How have Altriarch Asset Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Altriarch Asset Management, LLC: Regulatory assets under management: $163,568,848 in the October 2025 data and $349,131,175 in the October 2026 data, up 113%. Total employees: 14 in October 2025 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Altriarch Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Altriarch Asset Management, 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/328482

**What changed in Altriarch Asset Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $163,568,848 to $349,131,175 (+113%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Asset-based fee: 0.75% to 1.75% a year (a range, as the brochure states it)

> Fees include a fixed management fee, typically between 0.75% and 1.75% per annum (usually charged monthly, payable in arrears), of the value of each investor’s capital account in a Fund (the “Management Fee”).

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

### Regulatory assets under management (Item 5.F)
- Total: $349,131,175
- Discretionary: $349,131,175
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $349,131,175 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 15 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- altriarch.com
- Facebook @altriarch
- LinkedIn @altriarch
- X @altriarch

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | Not reported | March 28, 2024 |
| October 2025 | $163,568,848 | 14 | March 6, 2025 |
| October 2026 | $349,131,175 | 15 | April 30, 2026 |

Regulatory assets under management: $163,568,848 in the October 2025 data and $349,131,175 in the October 2026 data, up 113%.
Total employees: 14 in October 2025 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $163,568,848 to $349,131,175 (+113%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altriarch Asset Management, LLC (CRD 328482): Form ADV filing data as of October 2026.