Altanes Investments, LLC

Overview

Altanes Investments, LLC is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The business runs on a percentage-of-AUM fee model and concentrates client relationships around a relatively small roster, which supports a high-touch, customized approach. The firm shows a clear preference for liquid, exchange-traded instruments and implements equity-centric allocations rather than broad multi-asset or ESG-driven mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices