ALTAROCK PARTNERS LP

RIASEC RegisteredEst. 2014
Total AUM
$5.7B
Discretionary
$5.7B
100% of AUM
Avg account
$2.8B
Accounts
2
Employees
7
Advisory reps
2

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
161005
Registered since
November 18, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Altarock Partners LP is a limited partnership operating as a hedge fund and registered with the SEC in 2014. The firm focuses on portfolio management for pooled investment vehicles and serves institutional clients. It charges a combination of asset-based fees and performance-based fees and acts as sponsor, general partner and managing member for the vehicles it runs. The firm reports not being an active ESG investor and does not position itself as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

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

Owners & executives

2 of 2
  • MARK MASSEY

    Founder & Chief Investment OfficerCRD 6035921

  • SHANNON CABOT

    Chief Compliance OfficerCRD 6412767

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

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
205 Datura St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth