ALTERIS CAPITAL PARTNERS, LLC

CRD 335079File 801-132143

APPROVED

Retail clients

Custody

Filing as of Mar 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$139.5M

Bottom 25% of cohort (national)

Discretionary AUM

$139.5M

Clients

302 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Mar 10, 2025
Principal office: 520 POST OAK BOULEVARD, SUITE 450, HOUSTON, TX, 77027
Phone: 832-649-8111
Website: https://www.linkedin.com/company/alteris-capital-partners/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $139.5M
Discretionary AUM: $139.5M
Non-discretionary AUM: $0
Discretionary accounts: 302
Non-discretionary accounts: 0
Total accounts: 302
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$21.3M
High net worth individuals	15	$90.3M
Pension and profit sharing plans	Fewer than 5	$521K
Individuals (other than high net worth individuals)	73	$27.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.