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Altes Capital, LLC

● SEC registered since 2024CRD 331481SEC# 801-130444
Export (members)
Ranks #1,696 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.19B
Fund GAV
$82.2M
Private funds
4
Employees
7
Accounts
12
Location

Altes Capital, LLC assets under management

Altes Capital, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $3.2 billion in regulatory assets under management and employs 7 people. Altes Capital, LLC manages 4 private funds with combined gross assets of $82.2 million, including Altes Oz Fund I, LP. By regulatory assets, it ranks 1,696 of 6,004 private fund managers.

Altes Capital, LLC private funds

4 funds · $82.2M GAV
FundTypeGross assetsMin.
Altes Oz Fund I, LPReal Estate$26.5M$200K
Pan Altes Multi-Strategy, LPHedge$23.5M$1M
Altes Oz Fund II, LPReal Estate$17.7M$200K
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Altes Capital, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Michael Altenburg ControlManaging Partner50-75%2024
Joseph Richard Julian ControlPartner, Chief Compliance Officer50-75%2024

Frequently asked questions

How much does Altes Capital, LLC manage?

Altes Capital, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Altes Capital, LLC manage?

Altes Capital, LLC manages 4 private funds with combined gross assets of $82.2 million.

How many employees does Altes Capital, LLC have?

Altes Capital, LLC reports 7 employees.

Does Altes Capital, LLC disclose fund performance?

Altes Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone6465479080
Office hours8:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$3.19B▲ 4%
Jan '25 — $3.08BFeb '25 — $3.08BMar '25 — $3.08BApr '25 — $3.08BMay '25 — $3.08BJun '25 — $3.08BJul '25 — $3.08BAug '25 — $3.08BSep '25 — $3.08BOct '25 — $3.08BNov '25 — $3.08BDec '25 — $3.08BJan '26 — $3.08BFeb '26 — $3.08BMar '26 — $3.19BApr '26 — $3.19BMay '26 — $3.19BJun '26 — $3.19B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
AUM vs fund managersTop 28%
Larger than 72% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$3.19Bregulatory AUM
Discretionary $159MNon-discretionary $3.03B

Fund type mix

Real Estate2
Hedge2