This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-10-2025
- Office Locations
- 1
Office Locations
About Alteris Capital Partners, LLC
Alteris Capital Partners, LLC is a Houston-based RIA. The firm has been operating for 1 years. Managing $139.5M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Between June 6, 2025 and March 6, 2026, reported AUM increased 37.9%, from $101.2M to $139.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 88 clients, or 29.3 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Alteris Capital Partners, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Alteris Capital Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS FRANCIS KENNEDY III
Chief Compliance Officer, FOUNDER
- CRD
- #5163601
- Ownership
- 75% or more
Sierra Elrod
CHIEF OPERATING OFFICER, PARTNER
- CRD
- #6972831
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,530,282 | $462,021 |
| Non-Discretionary | $0 | -- |
| Total | $139,530,282 | $462,021 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Alteris Capital Partners, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.