Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Altair Advisers, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
BRYAN RANDALL MALISDirect owner · Schedule AInterest in ALTAIR ADVISERS, LLC
10% to < 25%
PHRM INVESTMENTS LLCDirect owner · Schedule AInterest in ALTAIR ADVISERS, LLC
10% to < 25%
DONALD JOSEPH SOROTADirect owner · Schedule AInterest in ALTAIR ADVISERS, LLC
10% to < 25%
JASON MARK LAURIEDirect owner · Schedule AInterest in ALTAIR ADVISERS, LLC
10% to < 25%
MICHAEL JAMES MURRAYDirect owner · Schedule AInterest in ALTAIR ADVISERS, LLC
10% to < 25%
Rebekah Lea KohmescherDirect owner · Schedule AInterest in ALTAIR ADVISERS, LLC
10% to < 25%
ZEMBRA INVESTMENTS LLCDirect owner · Schedule AInterest in ALTAIR ADVISERS, LLC
5% to < 10%
TIMOTHY GRANT FRENCHDirect owner · Schedule AInterest in ALTAIR ADVISERS, LLC
< 5%
RACHAEL HALSTUK MANGOUBIDirect owner · Schedule AInterest in ALTAIR ADVISERS, LLC
< 5%
DAVID JOHN LINDirect owner · Schedule AInterest in ALTAIR ADVISERS, LLC
< 5%
ALLISON LABELLE DILIBERTODirect owner · Schedule AInterest in ALTAIR ADVISERS, LLC
< 5%
ANNA E NICHOLSDirect owner · Schedule AInterest in ALTAIR ADVISERS, LLC
< 5%
PATRICK R. HANS 1998 FAMILY TRUSTIndirect owner · Schedule BInterest in BHH, LLC
75%+
RICHARD L. (MI ONLY) MAZZOLINIIndirect owner · Schedule BInterest in PHRM INVESTMENTS LLC
25% to < 50%
PATRICK R. (MI ONLY) HANSIndirect owner · Schedule BInterest in PHRM INVESTMENTS LLC
25% to < 50%
GAYLE B. (MI ONLY) HANSIndirect owner · Schedule BInterest in PHRM INVESTMENTS LLC
25% to < 50%
BHH, LLCIndirect owner · Schedule BInterest in PHRM INVESTMENTS LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Altair Advisers, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-03-31 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | STEVEN BARRY WEINSTEINCHAIRMANIndividual | ALTAIR ADVISERS, LLC | Less than 5%Code NA | No | CHAIRMAN01/2018 | Schedule APDF page 23 |
| 2 | BRYAN RANDALL MALISMEMBER, MANAGING DIRECTORIndividual | ALTAIR ADVISERS, LLC | 10% to less than 25%Code B | Yes | MEMBER, MANAGING DIRECTOR04/2002 | Schedule APDF page 23 |
| 3 | PHRM INVESTMENTS LLCMEMBERDomestic entity | ALTAIR ADVISERS, LLC | 10% to less than 25%Code B | Yes | MEMBER06/2002 | Schedule APDF page 23 |
| 4 | DONALD JOSEPH SOROTAMEMBER, MANAGING DIRECTORIndividual | ALTAIR ADVISERS, LLC | 10% to less than 25%Code B | No | MEMBER, MANAGING DIRECTOR01/2011 | Schedule APDF page 23 |
| 5 | JASON MARK LAURIEMEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERIndividual | ALTAIR ADVISERS, LLC | 10% to less than 25%Code B | Yes | MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER01/2018 | Schedule APDF page 23 |
| 6 | MICHAEL JAMES MURRAYMEMBER, MANAGING DIRECTORIndividual | ALTAIR ADVISERS, LLC | 10% to less than 25%Code B | Yes | MEMBER, MANAGING DIRECTOR01/2011 | Schedule APDF page 23 |
| 7 | Browne ClaireDIRECTOR OF COMPLIANCEIndividual | ALTAIR ADVISERS, LLC | Less than 5%Code NA | No | DIRECTOR OF COMPLIANCE01/2023 | Schedule APDF page 23 |
| 8 | TIMOTHY GRANT FRENCHMEMBER, MANAGING DIRECTOR, CHIEF CLIENT OFFICERIndividual | ALTAIR ADVISERS, LLC | Less than 5%Code NA | Yes | MEMBER, MANAGING DIRECTOR, CHIEF CLIENT OFFICER01/2020 | Schedule APDF page 24 |
| 9 | Rebekah Lea KohmescherMEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERIndividual | ALTAIR ADVISERS, LLC | 10% to less than 25%Code B | Yes | MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER01/2018 | Schedule APDF page 24 |
| 10 | RACHAEL HALSTUK MANGOUBIMEMBER, MANAGING DIRECTORIndividual | ALTAIR ADVISERS, LLC | Less than 5%Code NA | Yes | MEMBER, MANAGING DIRECTOR01/2021 | Schedule APDF page 24 |
| 11 | DAVID JOHN LINMEMBER, MANAGING DIRECTOR HEAD OF RESEARCH AND DUE DILIGENCEIndividual | ALTAIR ADVISERS, LLC | Less than 5%Code NA | No | MEMBER, MANAGING DIRECTOR HEAD OF RESEARCH AND DUE DILIGENCE12/2021 | Schedule APDF page 24 |
| 12 | ALLISON LABELLE DILIBERTOMEMBER, MANAGING DIRECTORIndividual | ALTAIR ADVISERS, LLC | Less than 5%Code NA | No | MEMBER, MANAGING DIRECTOR01/2024 | Schedule APDF page 24 |
| 13 | ANNA E NICHOLSMEMBER, MANAGING DIRECTORIndividual | ALTAIR ADVISERS, LLC | Less than 5%Code NA | No | MEMBER, MANAGING DIRECTOR01/2024 | Schedule APDF page 24 |
| 14 | ZEMBRA INVESTMENTS LLCMEMBERDomestic entity | ALTAIR ADVISERS, LLC | 5% to less than 10%Code A | Yes | MEMBER08/2024 | Schedule APDF page 24 |
| 15 | RICHARD L. (MI ONLY) MAZZOLINIMEMBERIndividual | PHRM INVESTMENTS LLC | 25% to less than 50%Code C | Yes | MEMBER05/2002 | Schedule BPDF page 24 |
| 16 | PATRICK R. (MI ONLY) HANSMEMBERIndividual | PHRM INVESTMENTS LLC | 25% to less than 50%Code C | Yes | MEMBER05/2002 | Schedule BPDF page 24 |
| 17 | GAYLE B. (MI ONLY) HANSMEMBERIndividual | PHRM INVESTMENTS LLC | 25% to less than 50%Code C | No | MEMBER05/2002 | Schedule BPDF page 24 |
| 18 | BHH, LLCMEMBERDomestic entity | PHRM INVESTMENTS LLC | 25% to less than 50%Code C | No | MEMBER05/2002 | Schedule BPDF page 24 |
| 19 | PATRICK R. HANS 1998 FAMILY TRUSTMEMBERDomestic entity | BHH, LLC | 75% or moreCode E | No | MEMBER04/1998 | Schedule BPDF page 24 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 3/31/2026 7:06:32 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.