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Altair Advisers, LLC

Altair Advisers, LLC. CRD 120642

Altair Advisers, LLC logo

CRD: 120642

Altair Advisers, LLC

Chicago, IL, 60606
3124293000
altairadvisers.com
$9.8B Total AUM
$5.2B Disc. AUM
-- 3Y CAGR
75 Employees
1,016 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Nationwide · Pershing
Clients
Retail and Institutional
Platforms
Signal insightCrest foundation +more
Established Date
04-01-2002
Office Locations
1

Office Locations

225 W. Washington Street Suite 2400 Chicago IL

About Altair Advisers, LLC

Altair Advisers is a Chicago-based RIA providing investment management, financial planning, and client education, serving clients such as business owners and entrepreneurs. Portfolios emphasize disciplined asset allocation using public-markets vehicles (including ETFs and mutual funds) alongside select fixed income and alternative exposures as appropriate. The firm publishes regular market commentary and maintains a resource library (Market Monitor and quarterly reviews).

Team overview

-- AVG AGE
$287.1M AVG AUM / ADVISOR
$9.6M AVG AUM / CLIENT
8.8 yrs AVG TENURE
75 Employees
34 Advisory Reps
0 RIA Reps
24yrs Firm Age

Insights

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Asset Classes

Focus focus Ember north Element Vector vital Pioneer Signal Ember alpha Vertex value Timber

Client Personas

Unison Vertex unison

Custodian

Timber meridian Value optima Pathway Pioneer ridge Beacon fusion

Investment Themes

Beacon quantum Oak Atlas Vital zenith

Investment Vehicles

Peak pioneer Signal

Services

Unison Radial optima Vector Pioneer Matrix Oak

Technology

Meridian delta Frontier Delta catalyst Delta momentum Pioneer

Owner & Executives

R

Rebekah Lea Kohmescher

Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer

CRD
--
Ownership
10% but less than 25%
(795) 704-5916
wave.legacy@focuscapital.com
in linkedin.com/in/beacon-north
JASON MARK LAURIE

JASON MARK LAURIE

Chief Investment Officer, Managing Director

CRD
--
Ownership
10% but less than 25%
(494) 983-3476
element.pathway@deltacapital.com
in linkedin.com/in/glacier-delta
F

Frontier harbor

Pathway legacy meridian

CRD
#57604
Ownership
13.5%
(256) 255-3202
vector.harbor@legacycapital.com
in linkedin.com/in/timber-beacon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
07-10-2023
03-29-2024
10-31-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $5,152,558,388 $7,878,530
Non-Discretionary $4,607,296,810 $12,727,339
Total $9,759,855,198 $9,606,157

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Separately Managed Accounts

Total SMA Asset: $8,338,655,583

$8.3B Total SMA
Public Funds:
13.4%
Equity - Exchange:
17.4%
U.S. Government/Agency:
26.0%
Municipal Bonds:
21.3%
Private Funds:
11.2%
Cash:
10.7%
Asset class Assets Assets %
Public Funds $994,692,789 13.4%
Equity - Exchange $1,291,616,010 17.4%
U.S. Government/Agency $1,930,000,935 26.0%
Municipal Bonds $1,581,116,150 21.3%
Private Funds $831,385,018 11.2%
Cash $794,269,616 10.7%
Total $7,423,080,518 100.0%

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