Alteris Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 6, 2026, reports $140M in regulatory assets under management, 3 employees, and 302 accounts.
Assets Under Management
$140M
Employees
3
Offices
--
Total Clients
88
Primary office
HOUSTON, TX
520 POST OAK BOULEVARD, SUITE 450, HOUSTON, TX, United States
Top client segmentIndividuals represent 83.0% of total clients.
Top client categories% of clientsClients
1
Individuals
83.0%
73
2
HNWI
17.0%
15
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of March 6, 2026
Discretionary100.0%
$140M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$140M
Total Accounts302
10Y AUM Change+$140M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee29:1
10Y Employee Change0 (0.0%)
* 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.