ALTIO CAPITAL US

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
315099
Registered since
May 28, 2021

Firm profile

FINTRX

Overview

Altio Capital US is organized as a limited liability company and registered with the SEC in 2021. The firm’s regulatory filings show its primary activity is managing pooled investment vehicles rather than operating a traditional retail advisory practice: it acts as sponsor/GP and is identified as an Other Investment Adviser, CPO or CTA and managing member of pooled vehicles. Filings do not indicate active ESG integration, multi-state advisory activity, pension consulting, or a related-adviser relationship. Ownership is recorded as a combination of a domestic entity and an individual. The adviser does not report a retail client base or conventional advisory accounts; its business appears centered on running and administering alternative investment vehicles. Fee schedule and client segmentation are not disclosed in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • EZEQUIEL FREYLEJER

    Managing PartnerCRD 5680654

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
489 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth