ALTMAN INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2001

Total AUM

$120M

Discretionary

$120M

100% of AUM

Avg account

$1.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PRINCETON, New Jersey
CRD number: 113832
Registered since: July 10, 2001
Website: altmaninvest.com
Custodians: CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure: Percentage of AUM
Client types: HNWI99.1%
Individuals0.9%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Altman Investment Management LLC is a small, equity-focused registered investment adviser that manages portfolios for individuals, families and small businesses. Formed as an LLC and SEC-registered in 2001, the firm charges fees based on a percentage of assets under management and concentrates client portfolios around exchange-traded equities as the primary exposure. The firm does not describe itself as an ESG investor and does not operate as a capital allocator; instead it places client capital into third‑party solutions when it wants real‑asset or commodity exposure. Altman Investment Management was named a Top RIA Firms to Watch by investor.com in 2020. Investment activity centers on liquid public markets with an emphasis on traded equities and selective use of mutual funds and corporate debt to provide income and fixed‑income diversification. Advisory work is framed as discretionary portfolio management for individuals and small businesses, with the firm holding all managed assets on a discretionary basis.