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ALTERIS CAPITAL PARTNERS, LLC
CRD 335079 · SEC 801-132143
520 POST OAK BOULEVARD, SUITE 450, HOUSTON, TX, 77027, United States
Phone
832-649-8111
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.5M
Discretionary AUM
$139.5M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersBUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $27.4M |
| High net worth individuals | 15 | $90.3M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD