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- Custodian
- Charles Schwab & Company · Nationwide · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2002
- Office Locations
- 1
Office Locations
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).
Reported data analysis
What the numbers show
Between October 31, 2025 and March 31, 2026, reported AUM increased 12.4%, from $8.7B to $9.8B.
Across 5 reported observations, AUM increased 46.0% between March 31, 2022 and March 31, 2026, from $6.7B to $9.8B.
Of the latest reported AUM, 52.8% is discretionary and 47.2% is non-discretionary.
The firm reports 34 advisory representatives and 1,016 clients, or 29.9 clients per representative. That equates to $9.6M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Altair Advisers, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Rebekah Lea Kohmescher
Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer
- CRD
- --
- Ownership
- 10% but less than 25%
JASON MARK LAURIE
Chief Investment Officer, Managing Director
- CRD
- --
- Ownership
- 10% but less than 25%
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| 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
SMA allocation detail is available
Altair Advisers, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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