Altron Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 298443
- Website
- altroncapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI92.65%
- Individuals7.35%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Altron Capital Management is a small, individual-owned limited liability company that provides portfolio management services focused on individuals and small businesses. The firm charges a percentage-of-AUM fee schedule and also accepts performance-based fees, signaling a willingness to run incentive-aligned strategies and to work with vehicles that levy carry or incentive allocations. Investment activity is tilted toward liquid, exchange-traded equities as the primary vehicle for client exposure, but the firm also routes client capital into third-party alternative managers when it fits client objectives. Altron is not positioned as an ESG-focused adviser, and it reports no multi-state adviser status or pension consulting business. Investment preferences emphasize equities as the core allocation, with supplemental exposure to income-producing and credit-oriented instruments. The firm’s approach appears to blend direct equity or ETF positions for primary market exposure with selective allocations to external alternative managers—particularly hedge funds, real estate strategies, and private credit—when seeking diversification, yield or return enhancement.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Cash & Cash Equivalents13%
- Derivatives3%
Contacts
1 of 1Scott Soohoo
Managing MemberCRD 7004732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations