$119.9M Total AUM
$119.9M Disc. AUM
2.6% 3Y CAGR
5 Employees
39 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley · UBS
- Clients
- Retail
- Platforms
- MatrixFusion
- Established Date
- 07-10-2001
- Office Locations
- 1
Office Locations
33 Witherspoon Street 2ND Floor Princeton NJ
About Altman Investment Management LLC
Altman Investment Management is an independent Princeton, NJ RIA providing discretionary portfolio management via separately managed accounts. The team applies fundamental, value-oriented research and a focus on avoiding bubbles to set customized asset allocations. Portfolios are frequently implemented with ETFs alongside core fixed income, and the firm publishes regular market insights for clients and the investment community.
Team overview
66 AVG AGE
$40.0M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
20 yrs AVG TENURE
5 Employees
3 Advisory Reps
0 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Signal catalyst Matrix glacier
Investment Themes
Matrix eagle
Services
Pioneer Signal Capital meridian Ridge
Technology
Timber Eagle vertex
Owner & Executives
PETER JAMES ALTMAN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1012713
- Ownership
- 75% or more
(584) 406-3764
bridge.legacy@summitcapital.com
in linkedin.com/in/oak-optima
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,915,238 | $1,763,459 |
| Non-Discretionary | $0 | -- |
| Total | $119,915,238 | $1,763,459 |
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Separately Managed Accounts
Total SMA Asset: $119,915,238
Equity - Exchange:
28.7% Cash:
23.4% U.S. Government/Agency:
17.4% Municipal Bonds:
16.0% Corporate - Investment Grade:
14.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $336,979,200 | 28.7% |
| Cash | $274,749,591 | 23.4% |
| U.S. Government/Agency | $204,300,978 | 17.4% |
| Municipal Bonds | $187,862,968 | 16.0% |
| Corporate - Investment Grade | $170,250,816 | 14.5% |
| Total | $1,174,143,553 | 100.0% |