Overview
Assets Under Management: $140 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 15
Average Client Assets: $6.0 million
Frequently Asked Questions
ALTERIS CAPITAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335079), ALTERIS CAPITAL PARTNERS, LLC is subject to fiduciary duty under federal law.
ALTERIS CAPITAL PARTNERS, LLC is headquartered in HOUSTON, TX.
ALTERIS CAPITAL PARTNERS, LLC serves 15 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, ALTERIS CAPITAL PARTNERS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ALTERIS CAPITAL PARTNERS, LLC manages $140 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, ALTERIS CAPITAL PARTNERS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.75%
Average Client Assets: $6.0 million
Total Client Accounts: 302
Discretionary Accounts: 302
Regulatory Filings
CRD Number: 335079
Filing ID: 2060853
Last Filing Date: 2026-03-06 16:19:09