Alteris Capital Partners, LLC

Overview

Alteris Capital Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm identifies as a capital allocator serving individual and family clients. Its fee approach mixes assets-under-management fees with the option for fixed-fee arrangements. Core advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm is not positioned as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices