ALTAMAR PARTNERS NORTH AMERICA LLC

RIASEC RegisteredEst. 2016
Total AUM
$5.1B
Discretionary
$0
0% of AUM
Avg account
$5.1B
Accounts
1
Employees
11
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
283144
Registered since
March 30, 2016
Fee structure
Fixed Fees, Other
Client types
  • Other Investment Advisers100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Altamar Partners North America LLC is a capital allocator and investment adviser that focuses on managing pooled investment vehicles and selecting third‑party managers. Registered with the SEC in 2016 as a limited liability company, the firm operates as an adviser to private funds and takes active roles as sponsor, general partner, and managing member of pooled vehicles. Its business model centers on allocating capital into private fund strategies rather than running segmented separately managed account programs for retail clients. The firm identifies as an active ESG investor, which indicates ESG criteria are incorporated into its manager selection and portfolio construction processes. It also maintains relationships across the financial ecosystem — including broker‑dealer and accounting affiliations — to support fund administration, distribution and operational due diligence. Fee arrangements for the business include fixed fees and other bespoke structures consistent with institutional pooled‑vehicle practice.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Contacts

2 of 2
  • GREGORY FLORIO

    FounderCRD 4126029

  • Derek Snyder

    Managing DirectorCRD 6827240

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
400 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth