Altimeter Wealth LLC

Overview

Altimeter Wealth LLC is a small, fee-based advisory firm organized as a limited liability company that manages portfolios for individuals, families and a limited set of institutional clients. The firm charges a percentage of assets under management and operates with fully discretionary authority over its reported assets. Investment activity is concentrated in pooled public funds—primarily mutual funds—and complemented by selective allocations to alternative managers and private placements. The firm does not identify itself as an active ESG investor and does not position as a multi-state or pension consultant adviser. Portfolio construction favors diversified public fund sleeves for core equity and fixed-income exposure while using third-party alternative managers to add non-correlated return streams. Altimeter Wealth does not appear to act as a capital allocator running internal private strategies; its alternative exposure is routed to external hedge fund, private placement and real estate managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices