PPrivate Fund Data Log in Join · $37/mo

Altman Advisors, Inc

● SEC registered since 2016CRD 281778SEC# 801-108135Chicago, IL
Export (members)
Reg. AUM
$427.9M
Employees
13
Accounts
609
Location
Chicago, IL

Altman Advisors, Inc assets under management

Altman Advisors, Inc operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2016. It reports $427.9 million in regulatory assets under management and employs 13 people.
www.altmanadvisors.comView on SEC.gov ↗

Altman Advisors, Inc owners & executives

3 reported
NameTitleOwnershipSince
Benjamin Marcus Altman ControlCeo & Chief Compliance OfficerUnder 5%2016
The Benjamin M. Altman Trust Ua 02/09/2017 ControlOwnerOver 75%2021
Benjamin Marcus Altman ControlTrustee—2017

Frequently asked questions

How much does Altman Advisors, Inc manage?

Altman Advisors, Inc reports $427.9 million in regulatory assets under management on its Form ADV.

How many employees does Altman Advisors, Inc have?

Altman Advisors, Inc reports 13 employees.

Where is Altman Advisors, Inc located?

Altman Advisors, Inc is based in Chicago, IL and has been SEC-registered since 2016.

Does Altman Advisors, Inc disclose fund performance?

Altman Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address233 S Wacker Dr., Suite 9750, Chicago, IL 60606
Phone(312) 759-7801
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
CIK1731671
Discloses disciplinary historyNo

Assets under management

Discretionary$427.9M
Non-discretionary$0
Total (RAUM)$427.9M