Firm profile

ALTAMAR PARTNERS NORTH AMERICA LLC

NEW YORK, NYCRD 283144Latest ADV March 30, 2026

Altamar Partners North America LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $5.1B in regulatory assets under management, 11 employees, and 1 account.

Assets Under Management
$5.1B
Employees
11
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
400 MADISON AVENUE, SUITE 5A, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(212) 257-5781
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOGregory L. Florio

Advisory services offered

2 types reported
Portfolio management for pooled investment vehicles
Selection of other advisers

Fee models offered

2 types reported
Fixed fees
Other fee arrangements
Sources checked May 17, 2026

Client Coverage Demographics

Categories with <5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.1Bas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$5.1B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$5.1B
Total Accounts1
10Y AUM Change+$4.7B (+1063.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee
10Y Employee Change-14 (-56.0%)

* 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.