Altair Investments Na, LLC (New York)

Altair Investments Na, LLC is a large advisory firm based in New York. It manages $30.62 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Maryland and New York.

Altair Investments Na provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Altair Investments Na: assets under management

The assets under management (AUM) of Altair Investments Na, LLC is $30.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.02 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Altair Investments Na, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Altair Investments Na, LLC

Altair Investments Na, LLC is owned by Michael Obuchowski. Inc. P & C Insurance Systems joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Obuchowski	Owner	1 Aug 2003	50% - 75%	4705300
Nicholas Parry Jones	Owner	1 Aug 2003	50% - 75%	2458252
Murri Hester	Member	1 Sep 2003	Other	2378507
Soam Ventures Llc	Member	1 Dec 2003	Other	90-0126446
Inc. P & C Insurance Systems	Member	1 Feb 2004	Other	13-4151637

Based in New York

The principal office where Altair Investments Na, LLC performs its advisory services is located at 17 State Street, New York, NY 10004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.