ALTAIR ADVISERS, LLC

RIASEC RegisteredEst. 2002

Total AUM

$9.8B

Discretionary

$5.2B

53% of AUM

Avg account

$9.6M

Accounts

1,016

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 120642
Registered since: May 7, 2002
Website: altairadvisers.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.51%
Investment Companies14.56%
Charitable Organizations11.95%
Corporations / Businesses4.84%
Individuals4.14%
Services: Financial PlanningPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Altair Advisers, LLC is an independent registered investment advisor that operates as a capital allocator for both individual/family and institutional clients. Founded and SEC-registered in 2002, the firm blends traditional discretionary portfolio management with advisory work on pooled investment vehicles and selection of third‑party managers. Its business mix includes financial planning, publication of client communications, and pension consulting-type services tied to manager selection. Investment behavior favors public mutual funds as a core sleeve while the firm also runs and sponsors pooled vehicles, acting as sponsor, general partner and managing member where appropriate. Altair reports active ESG investing as part of its approach, and the firm uses fee models that include percentage of AUM, hourly billing and fixed fees. The firm has been recognized in industry lists, including FA Magazine’s Top RIA Firms (2020) and Barron’s Top 100 RIA Firms (2021, 2022).