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 privately structured limited partnership operating as a hedge fund manager that registered with the SEC in 2014. The firm serves institutional investors and focuses on portfolio management for pooled investment vehicles, acting not only as an adviser but also as a sponsor and general partner/managing member of its funds. Its compensation model combines a percentage-of-assets management fee with performance-based fees. The firm does not describe itself as an active ESG investor and is not identified as a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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