ALTES CAPITAL, LLC

Overview

Altes Capital, LLC is a Texas-registered advisor that combines pooled-vehicle management with bespoke portfolio work for high-net-worth individuals, families and institutions. The firm presents itself as a multifaceted manager with active hedge fund and real estate fund businesses alongside separately managed account (SMA) activity. Its fee model mixes a percentage-of-AUM charge with performance-based fees, which aligns with the firm’s fund management activity and incentive-driven strategies. Investment emphasis is on public equities implemented primarily through exchange-traded instruments, while the firm also operates private pooled vehicles that provide exposure to real estate and hedge strategies. Altes Capital serves a very small, concentrated client base and runs both discretionary mandates and large non-discretionary relationships, including pooled investment vehicles it advises. The adviser is SEC-registered as of 2024 and describes its advisory activity as portfolio management for individuals/small businesses, pooled vehicles, and institutional/business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices