DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

A•••••••• C•••••• M••••••••• L•

Asset manager (funds and pooled vehicles)Menlo Park, CaliforniaCRD 160017SEC 801-73411websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Feb 13, 2012 · 37 filings
SEC status approved since Mar 30, 2012
RAUM
$19B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
35
13 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
33
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$19B as of Mar 31, 2026
Mar 27, 2013$351M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20131 then
Employees (5.A)35 as of Mar 31, 2026
Mar 27, 20138 then
Private funds33 as of Mar 31, 2026
Mar 27, 20131 then
RAUM +48% over the last fiscal year+30% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$521MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
3.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+48%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
yesreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$18B96%
  • Sovereign wealth funds$716M3.8%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
36reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.96 institutional_share=0.04 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      23 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      A•••••••• P••••••• F•••• L•••Hedge Fund$5.9B317Feb 13, 2012
      A•••••••• G••••• P••••••• F••• V•• L•••Venture Capital Fund$1.6B339Nov 29, 2021
      A•••••••• G••••• P••••••• F••• I••• L•••Venture Capital Fund$842M64Sep 29, 2017
      A•••••••• G••••• P••••••• F••• V• L•••Venture Capital Fund$764M136Feb 25, 2021
      A•••••••• G••••• S••••• F•••• L•••no longer reportedVenture Capital Fund$617M26Feb 28, 2019
      A•••••••• G••••• P••••••• F••• I•• L•••Venture Capital Fund$480M88May 28, 2019
      A•••••••• S•••••• S••••••••• P•••••••• •••••••no longer reportedHedge Fund$372M6May 29, 2020
      A•••••••• L••• O••••••••• F•••• L•Hedge Fund$275M3Nov 28, 2023
      A•••••••• P•••••• P••••••• F••• I•• L•••Venture Capital Fund$219M35Aug 27, 2015
      A•••••••• P•••••• P••••••• F••• I• L•••Venture Capital Fund$181M27Mar 28, 2014
      A•••••••• G••••• C••••• F••• L•••Venture Capital Fund$127M8Aug 26, 2020
      A•••••••• G••••• C•••••• F•••• L•Venture Capital Fund$118M26May 29, 2020
      A•••••••• G••••• L•••••• F••• I•• L•••Venture Capital Fund$91.2M18Feb 28, 2022
      A•••••••• G••••• L•••••• F•••• L•••Venture Capital Fund$51.8M3Feb 25, 2021
      A•••••••• C•••••••• F•••• L•no longer reportedHedge Fund$35.3M4May 27, 2022
      A•••••••• G••••• C•••••••• F••• I•• L•••Venture Capital Fund$30.3M16May 27, 2022
      A•••••••• G••••• D••••• F•••• L•••Venture Capital Fund$30.0M4Feb 28, 2022
      A•••••••• G••••• P•••••• F•••• L•••Venture Capital Fund$14.5M11May 26, 2021
      A•••••••• G••••• D••••• F•••• L•••Venture Capital Fund$13.5M10Aug 30, 2021
      A•••••••• G••••• C•••••••• F••• I• L•••Venture Capital Fund$3.2M9Feb 28, 2022
      A•••••••• G••••• C•••••••• F••• I••• L•••Venture Capital Fund$3.2M5May 27, 2022
      A•••••••• G••••• H••• F•••• L•••Venture Capital Fund$1.4M7Aug 30, 2021
      A•••••••• P•••••• S•• I• L•••no longer reportedVenture Capital Fund$53,0005Mar 28, 2014
      Owners and control persons
      Schedule A and B, latest filing
      • G•••••••• B••••••• T••••• · Ceo/Limited Partnercontrol
        since 11/2008 · owns 75% or more
      • K••••••• J•••• J•••• · Chief Financial Officercontrol
        since 10/2011 · owns less than 5%
      • G•••••••• B••••••• T••••• · Managing Membercontrol
        since 07/2014 · owns 75% or more of A•••••••• Capital Management G•••••• Partner, LLC
      • D••••• M•••• N••••• · Chief Compliance Officer
        since 04/2021 · owns less than 5%
      Entity owners
      • A•••••••• C•••••• M••••••••• G•••••• P•••••• L•• · G•••••• Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • A•••••••• C•••••• G•••••• P•••••• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• C••••• G•••••• P•••••• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• C•••••••• G•••••• P•••••• I• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• C•••••••• G•••••• P•••••• I•• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• C•••••••• G•••••• P•••••• I••• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• D••••• G•••••• P••••••• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• D••••• G•••••• P••••••• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• G•••••• P••••••• L••
        investment adviserbankpooled vehicle sponsorn
      • A•••••••• G••••• G•••••• P•••••• I••• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• G••••• G•••••• P•••••• I•• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• G••••• G•••••• P•••••• V• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• G••••• G•••••• P•••••• V•• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• H••• G•••••• P••••••• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• L•••••• G•••••• P•••••• I•• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• L•••••• G•••••• P••••••• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• L••• O••••••••• G•••••• P•••••• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• P•••••• G•••••• P••••••• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• P•••••• G•••••• P•••••• I•• L••
        investment adviserpooled vehicle sponsorn
      • A•••••••• P•••••• G•••••• P••••••• L••
        investment adviserpooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • Menlo Park, CA11 employees
      • San Fransisco, CA
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • p•••••• fund count surgeChange between filings · filing Mar 31, 2026
        private funds (Schedule D 7.B.1) moved from 21.0 to 33.0 (+57.0%) between the annual amendments of 2025-04-23 and 2026-03-31; the peer median change was +3.0% (487 comparable advisers, 97.0th percentile of changes)
        peers: asset managers, $5B to $20B (487) · 97% percentile
      What changed
      consecutive filings, newest first
      • Accounts · 23 to 36
        Jun 12, 2025 to Mar 31, 2026
      • Advisory employees · 12 to 13
        Jun 12, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 23 to 35
        Jun 12, 2025 to Mar 31, 2026
      • Employees · 31 to 35
        Jun 12, 2025 to Mar 31, 2026
      • HQ city · BOSTON to MENLO PARK
        Jun 12, 2025 to Mar 31, 2026
      • HQ state · MA to CA
        Jun 12, 2025 to Mar 31, 2026
      • Private funds · 21 to 33
        Jun 12, 2025 to Mar 31, 2026
      • Discretionary RAUM · $13B to $19B
        Jun 12, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $13B to $18B
        Jun 12, 2025 to Mar 31, 2026
      • RAUM · $13B to $19B
        Jun 12, 2025 to Mar 31, 2026
      • Financial planning clients · unset to
        Apr 23, 2025 to Jun 12, 2025
      • Accounts · 21 to 23
        Mar 30, 2024 to Apr 23, 2025
      • Advisory employees · 11 to 12
        Mar 30, 2024 to Apr 23, 2025
      • Pooled vehicle clients · 21 to 23
        Mar 30, 2024 to Apr 23, 2025
      • Assets in custody · $11B to $0
        Mar 30, 2024 to Apr 23, 2025
      • Employees · 26 to 31
        Mar 30, 2024 to Apr 23, 2025
      • Other offices · 2 to 1
        Mar 30, 2024 to Apr 23, 2025
      • Private funds · 19 to 21
        Mar 30, 2024 to Apr 23, 2025
      • Discretionary RAUM · $11B to $13B
        Mar 30, 2024 to Apr 23, 2025
      • Pooled vehicle RAUM · $11B to $13B
        Mar 30, 2024 to Apr 23, 2025
      • RAUM · $11B to $13B
        Mar 30, 2024 to Apr 23, 2025
      • Accounts · 19 to 21
        Jan 2, 2024 to Mar 30, 2024
      • Pooled vehicle clients · 19 to 21
        Jan 2, 2024 to Mar 30, 2024
      • Assets in custody · $8.6B to $11B
        Jan 2, 2024 to Mar 30, 2024
      • Employees · 23 to 26
        Jan 2, 2024 to Mar 30, 2024
      • Discretionary RAUM · $8.6B to $11B
        Jan 2, 2024 to Mar 30, 2024
      • Pooled vehicle RAUM · $8.6B to $11B
        Jan 2, 2024 to Mar 30, 2024
      • RAUM · $8.6B to $11B
        Jan 2, 2024 to Mar 30, 2024
      • Private funds · 18 to 19
        Mar 31, 2023 to Nov 28, 2023
      • Accounts · 17 to 19
        May 27, 2022 to Mar 31, 2023
      • Advisory employees · 14 to 11
        May 27, 2022 to Mar 31, 2023
      • Pooled vehicle clients · 17 to 19
        May 27, 2022 to Mar 31, 2023
      • Assets in custody · $18B to $8.6B
        May 27, 2022 to Mar 31, 2023
      • Employees · 29 to 23
        May 27, 2022 to Mar 31, 2023
      • Private funds · 19 to 18
        May 27, 2022 to Mar 31, 2023
      • Discretionary RAUM · $18B to $8.6B
        May 27, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $18B to $8.6B
        May 27, 2022 to Mar 31, 2023
      • RAUM · $18B to $8.6B
        May 27, 2022 to Mar 31, 2023
      • Private funds · 16 to 18
        Mar 31, 2022 to May 27, 2022
      • Private funds · 18 to 19
        May 27, 2022 to May 27, 2022
      Signals
      7 dated events
      • A•••••••• C•••••• M••••••••• L• reported RAUM $18.8B, up 48% from $12.7B (2025-06-12 to 2026-03-31)
        Mar 31, 2026 · RAUM change · derived
      • A•••••••• C•••••• M••••••••• L• reported RAUM $10.7B, up 25% from $8.6B (2024-01-02 to 2024-03-30)
        Mar 30, 2024 · RAUM change · derived
      • A•••••••• C•••••• M••••••••• L• reported RAUM $8.6B, down 52% from $18.0B (2022-05-27 to 2023-03-31)
        Mar 31, 2023 · RAUM change · derived
      • A•••••••• C•••••• M••••••••• L• reported RAUM $20.7B, up 221% from $6.4B (2021-02-25 to 2021-03-30)
        Mar 30, 2021 · RAUM change · derived
      • A•••••••• C•••••• M••••••••• L• reported RAUM $6.4B, up 49% from $4.3B (2019-05-28 to 2020-03-30)
        Mar 30, 2020 · RAUM change · derived
      • A•••••••• C•••••• M••••••••• L• reported RAUM $4.3B, up 37% from $3.2B (2019-02-28 to 2019-03-29)
        Mar 29, 2019 · RAUM change · derived
      • A•••••••• C•••••• M••••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)
        Aug 1, 2014 · Succession (Item 4) · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/altimeter-capitalreportedpublic record, Form ADV, Sep 18, 2026
      Website
      A••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      650-257-8355reportedpublic record, Form ADV, Mar 31, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026