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Alteris Capital Partners, LLC

Alteris Capital Partners, LLC. CRD 335079

A

CRD: 335079

Alteris Capital Partners, LLC

Houston, TX, 77027
(832) 649-8111
www.alteriscp.com
$139.5M Total AUM
$139.5M Disc. AUM
-- 3Y CAGR
3 Employees
88 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Available
Established Date
03-10-2025
Office Locations
1

Office Locations

520 Post OAK Boulevard Suite 450 Houston TX

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.

Team overview

38 AVG AGE
$46.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
1.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

THOMAS FRANCIS KENNEDY III

THOMAS FRANCIS KENNEDY III

Chief Compliance Officer, FOUNDER

CRD
#5163601
Ownership
75% or more
Available
Available
Available
Sierra Elrod

Sierra Elrod

CHIEF OPERATING OFFICER, PARTNER

CRD
#6972831
Ownership
10% but less than 25%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-06-2025
03-06-2026
Category Assets AVG. Account size
Discretionary $139,530,282 $462,021
Non-Discretionary $0 --
Total $139,530,282 $462,021

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Municipal Bonds:
Available
Corporate - Investment Grade:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Municipal Bonds Available Available
Corporate - Investment Grade Available Available
Total Available Available

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