Altegris Portfolio Management, Inc. is a large advisory firm based in La Jolla. It manages $529.96 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.
Altegris Portfolio Management provides 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.
The assets under management (AUM) of Altegris Portfolio Management, Inc. is $529.96 million. The firm's AUM has grown by 101% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Altegris Portfolio Management, Inc. 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.
Jon Christian Sundt has been acting as President since 1 Oct 2004. Jack Leon Rivkin has served as the Chief Investment Officer since 1 Jan 2014. Natalie Theresa Maniaci joined the executive team most recently as the Chief Compliance Officer.
The principal office where Altegris Portfolio Management, Inc. performs its advisory services is located at 1200 Prospect Street, La Jolla, CA 92037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-459-7040 or by fax 858-456-9209. The normal business hours are 7:30 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.altegris-portfolio-management.com.