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ALTAMAR PARTNERS NORTH AMERICA LLC
CRD 283144File 801-107569
APPROVED
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.15B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $5.15B
Clients
0
1 accounts
Employees
11
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 30, 2016
- Principal office
- 400 MADISON AVENUE, SUITE 5A, NEW YORK, NY, 10017
- Phone
- 212-257-5781
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.15B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $5.15B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $5.15B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — EXPENSE REIMBURSEMENTS
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2026 | AUM | $6,547,291,680 | $5,146,897,079 | decreased by$1,400,394,601 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,197,393,857 | $6,547,291,680 | increased by$2,349,897,823 |
| Apr 1, 2022 | Employees | 8 | 10 | increased by2 |
| Apr 1, 2022 | AUM | $3,336,055,912 | $4,197,393,857 | increased by$861,337,945 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALTAMAR PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALTAMAR PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.