ALTAMONT CAPITAL PARTNERS other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}
{{ Info.Homepage }}

Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

60 1.69%

of those in investment advisory functions:

41 7.89%

Registration:

SEC, Approved, 3/30/2012

AUM:

4,197,521,347 2.37%

of that, discretionary:

4,197,521,347 2.37%

Private Fund GAV:

4,197,521,347 -2.75%

Avg Account Size:

161,443,129 2.37%

SMA’s:

NO

Private Funds:

26

Contact Info

650 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
5B 4B 3B 3B 2B 1B 663M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Prince Harry and Meghan Markle to 'take some proper time off' after baby daughter is born
04/01/2021

Medina is also a USC graduate who worked at management consultant companies Altamont Capital Partners and Bain ... including the UAE sovereign wealth fund Mubadala Capital.

dailymail.co.uk

Prince Harry is trying to 'keep up with very bright' Meghan Markle with career in Silicon Valley
03/29/2021

Medina is also a USC graduate who worked at management consultant companies Altamont Capital Partners and Bain ... including the UAE sovereign wealth fund Mubadala Capital.

dailymail.co.uk

Alamo Drafthouse Hosts ‘Dazed and Confused’ Reunion (EXCLUSIVE)
03/26/2021

It plans to reemerge from bankruptcy with a new investor, Fortress Investment, as well as an investment group that includes League and previous equity stakeholder Altamont Capital.

variety.com

Wharton Private Equity & Venture Capital Club Announces Virtual 25th Annual Conference
03/23/2021

Altamont Capital Partners. "We are very pleased to host the conference again this year and look forward to the opportunity to learn from some of the leaders in private equity and venture capital ...

yahoo.com

Accelerant Acquires Commonwealth Insurance Company of America and Announces Introduction of InSightFull™© Platform in U.S. Market
03/08/2021

Joe Zuk, Operating Partner of Altamont Capital, Accelerant's private equity sponsor and President of ASIC, stated, "We are building the premier, vertically-integrated platform focused solely on ...

yahoo.com

Alamo Drafthouse Cinema files for Chapter 11 bankruptcy, cites effects of coronavirus pandemic
03/05/2021

The group includes Altamont Capital Partners, which was already an investor in the company, along with new investor Fortress Investment Group. Alamo Drafthouse co-founder Tim League ...

desmoinesregister.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 26 $4,197,521,347

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
INVESTCORP INVESTMENT ADVISERS LLC - - 4.0b - - - - 4.0b 4.1b 35
PRITZKER PRIVATE CAPITAL - - 5.6b - - - - 5.6b 5.6b 9
BRIGHTSTAR CAPITAL PARTNERS - - 4.3b - - - - 4.3b 4.3b 13
C-BRIDGE CAPITAL LLC - - 4.4b - - - - 4.4b 4.5b 4
LNW - - 14.1m - - - - 14.1m 4.6b 1
LIGHTYEAR CAPITAL LLC - - 4.4b - - - - 4.4b 5.0b 20
FIRST SENTIER INVESTORS 7.3b - - - - - - 7.3b 4.3b 1
LOVELL MINNICK PARTNERS LLC - - 4.1b - - - - 4.1b 4.5b 26
PRINCIPAL ORIGIN - - - - - - - - 4.6b -
VWH CAPITAL MANAGEMENT, LP - - 3.7b - - - - 3.7b 4.0b 3

Private Funds



Employees




Brochure Summary

Overview

For purposes of this Brochure, the “Adviser” means Altamont Capital Management, L.P., a California limited partnership, together (where the context permits) with its affiliated general partners of the Funds (as defined below) (each, a “General Partner”) and other affiliates that provide advisory services to and/or receive Advisory Fees (as defined below) from the Funds. Such affiliates may or may not be under common control with Altamont Capital Management, L.P., but possess a substantial identity of personnel and/or equity owners with Altamont Capital Management, L.P. These affiliates are formed for tax, regulatory or other purposes in connection with the organization of the Funds, or serve as General Partners of the Funds. The Adviser provides investment supervisory services to investment vehicles (the “Funds”) that are exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”) and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). The Funds make primarily long-term private equity and equity-related investments, as well as investments in debt instruments. In accordance with the Funds’ respective investment objectives described in the Funds’ Governing Documents (as defined below), investments are primarily made in companies doing business in target verticals where the Adviser’s principals have significant knowledge and/or strategic points of view. Such industries, which may change from time to time, include financial services, consumer, retail, industrials, healthcare and business services industries. The Adviser’s advisory services consist of investigating, identifying and evaluating investment opportunities, structuring, negotiating and making investments on behalf of the Funds, managing and monitoring
the performance of such investments and disposing of such investments. The Adviser may serve as the investment adviser or General Partner to the Funds in order to provide such services. The Adviser provides investment supervisory services to each Fund in accordance with the limited partnership agreement (or analogous organizational document) of such Fund, separate investment and advisory, investment management or portfolio management agreements and/or side letters entered into with certain Fund investors (each, a “Governing Document”). Investment advice is provided directly to the Funds and not individually to the investors in the Funds. Services are provided to the Funds in accordance with the Governing Documents of the applicable Fund. Investment restrictions for the Funds, if any, are generally established in the Governing Documents of the applicable Fund. Once invested in a Fund, an investor cannot impose restrictions on the types of securities in which such Fund may invest. Investors in the Funds participate in the overall investment program for the relevant Fund, but in certain circumstances are excused from a particular investment due to legal, regulatory, or other agreed-upon circumstances pursuant to the Governing Documents; provided that such arrangements generally do not and will not create an adviser-client relationship between the Adviser and any investor. Investments in the Funds involve significant risks and should be regarded as long-term in nature, forming only one portion of an investor’s diversified investment portfolio. The principal owner of the Adviser is Jesse Rogers. The Adviser was formed in 2010. As of December 31, 2023, the Adviser manages a total of $4,197,521,347 of client assets, all of which is managed on a discretionary basis.