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•••••• P•••••••
Legal name A••••••• C•••••• M••••••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 25 filings
SEC status approved since Mar 30, 2012
RAUM
$4.0B
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
55
38 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
31
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$4.0B as of Mar 31, 2026
Mar 20, 2013$545M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 20, 20130 then
Employees (5.A)55 as of Mar 31, 2026
Mar 20, 201317 then
Private funds31 as of Mar 31, 2026
Mar 20, 20136 then
RAUM -6.4% over the last fiscal year-0.7% 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
- $130MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -6.4%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, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $321M, 10 clientsreportedItem 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$4.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 31reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $321M for 10 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 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
29 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•• I••••••••• F••• I••••• L••• | Private Equity Fund | $1.3B | 18 | Mar 30, 2017 |
| A•• I••••••••• F••• I••• L••• | Private Equity Fund | $757M | 20 | Mar 30, 2017 |
| A•• I••••••••• F••• I•••• L••• | Private Equity Fund | $601M | 15 | Mar 28, 2014 |
| D••••• I••••••••• F•••• L••• | Private Equity Fund | $320M | 33 | Nov 27, 2024 |
| A•• I••••••••• F•••• L••• | Private Equity Fund | $281M | 27 | Feb 14, 2012 |
| A•• I••••••••• F••• I•• L••• | Private Equity Fund | $263M | 21 | Mar 28, 2014 |
| A•• A•••• F•••••• L••• | Private Equity Fund | $239M | 11 | Mar 30, 2021 |
| A•• I••••••••• F••• I•••• L••• | Private Equity Fund | $230M | 26 | Mar 31, 2023 |
| A•• I••••••••• F••• I•• L••• | Private Equity Fund | $151M | 29 | Mar 31, 2023 |
| A•• P•••••• I•••••••• I••••• L••• | Private Equity Fund | $120M | 6 | Mar 30, 2017 |
| A•• A••••••••• 2•••• L•• | Private Equity Fund | $116M | 61 | Mar 30, 2017 |
| A•• A•••• F•••• L••• | Private Equity Fund | $107M | 18 | Mar 30, 2021 |
| A•• P•••••• I•••••••• I••• L••• | Private Equity Fund | $68.2M | 9 | Mar 30, 2017 |
| A•• A••••••••• L•• | Private Equity Fund | $48.4M | 56 | Feb 14, 2012 |
| A•• T•••• A••••••••• 2•••• L•• | Private Equity Fund | $35.5M | 39 | Mar 30, 2017 |
| A•• P•••••• I•••••••• I•• L••• | Private Equity Fund | $29.8M | 3 | Mar 30, 2017 |
| A•• A••••••••• 2•••• L•• | Private Equity Fund | $28.5M | 35 | Mar 31, 2023 |
| A•• A••••••••• 2••• C•• L•• | Private Equity Fund | $25.2M | 23 | Nov 27, 2024 |
| A•• A••••••••• 2•••• L•• | Private Equity Fund | $23.9M | 72 | Mar 30, 2021 |
| A••••••• O••••••••• J•••• V••••••• L•• | Private Equity Fund | $14.0M | 2 | Feb 14, 2012 |
| A••••••• O••••••••• J•••• V•••••• I•• L••• | Private Equity Fund | $13.2M | 2 | Mar 31, 2015 |
| A•• T•••• A••••••••• L•• | Private Equity Fund | $12.0M | 30 | Feb 14, 2012 |
| A•• T•••• A••••••••• 2•••• L•• | Private Equity Fund | $8.9M | 46 | Mar 30, 2021 |
| A••••••• J•••• V••••••• L•• | Private Equity Fund | $5.9M | 2 | Feb 14, 2012 |
| A••••••••• P••••••• J•••• V•••••• I•• L••• | Private Equity Fund | $5.9M | 7 | Mar 31, 2015 |
| A••••••••• J•••• V•••••• I•• L••• | Private Equity Fund | $3.0M | 2 | Mar 31, 2015 |
| A•• T•••• A••••••••• 2••• C•• L•• | Private Equity Fund | $2.2M | 12 | Nov 27, 2024 |
| A••••••••• J•••• V••••••••• | Private Equity Fund | $2.1M | 2 | Feb 14, 2012 |
| A•• T•••• A••••••••• 2•••• L•• | Private Equity Fund | $0 | 0 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- E••••• R••••••• B••••• · Managing Directorcontrolsince 05/2010 · owns less than 5%
- R•••••• J••••• T••••• · Managing Directorcontrolsince 05/2010 · owns less than 5%
- S•••••••• K••••• A••••• · Managing Directorcontrolsince 05/2010 · owns less than 5%
- R•••••• J••••• T••••• · Limited Partnercontrolsince 03/2012 · owns 25% to 50% of A•• M••••••••• H•••••• L•••
- G•••••• S•••••• J•••• · Managing Directorsince 12/2020 · owns less than 5%
- J••••••• K••••••• A•••• F•• · Managing Director, Business Developmentsince 01/2017 · owns less than 5%
- K•••••••• J••••• J••• · Managing Director, Portfolio Operationssince 01/2024 · owns less than 5%
- M••••• K••••• C•••••• · Managing Directorsince 12/2020 · owns less than 5%
- M••••• J•••••••• B•••• · Managing Director, General Counsel And Chief Compliance Officersince 03/2018 · owns less than 5%
- M••••••••• P••••• A••• · Managing Director, Capital Marketssince 01/2024 · owns less than 5%
- P••••••• C••••• M•••••• T••••• · Chief Financial Officersince 03/2012 · owns less than 5%
Entity owners
- A•• M••••••••• G•• L•• · General Partnerdirect · owns less than 5%
- A••••••• C•••••• M••••••••• P•••••• L••• · Limited Partnerdirect · owns 75% or more
- A•• M••••••••• G•• L•• · General Partnerindirect · owns F of A••••••• C•••••• M••••••••• P•••••• L•••
- A•• M••••••••• H•••••• L••• · Limited Partnerindirect · owns 75% or more of A••••••• C•••••• M••••••••• P•••••• L•••
Related persons
Schedule D 7.A
- A•• A•••• F••• G•• L•••investment adviserbankpooled vehicle sponsorn
- A•• I••••••••• F••• G•• L•••investment adviserpooled vehicle sponsorn
- A•• I••••••••• F••• I• G•• L•••investment adviserpooled vehicle sponsorn
- A•• I••••••••• F••• I•• G•• L•••investment adviserbankpooled vehicle sponsorn
- A•• I••••••••• F••• I• G•• L•••investment adviserbankpooled vehicle sponsorn
- D••••• I••••••••• F••• G•• L•••investment adviserbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Austin, TX4 employees
- San Francisco, CA
What changed
consecutive filings, newest first
- Advisory employees · 37 to 38Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $318M to $321MMar 31, 2025 to Mar 31, 2026
- Employees · 54 to 55Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $4.3B to $4.0BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.3B to $4.0BMar 31, 2025 to Mar 31, 2026
- RAUM · $4.3B to $4.0BMar 31, 2025 to Mar 31, 2026
- Accounts · 26 to 31Nov 27, 2024 to Mar 31, 2025
- Advisory employees · 41 to 37Nov 27, 2024 to Mar 31, 2025
- Pooled vehicle clients · 26 to 31Nov 27, 2024 to Mar 31, 2025
- Assets in custody · $273M to $318MNov 27, 2024 to Mar 31, 2025
- Employees · 60 to 54Nov 27, 2024 to Mar 31, 2025
- Financial planning clients · unset to Nov 27, 2024 to Mar 31, 2025
- Private funds · 29 to 31Nov 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $4.2B to $4.3BNov 27, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $4.2B to $4.3BNov 27, 2024 to Mar 31, 2025
- RAUM · $4.2B to $4.3BNov 27, 2024 to Mar 31, 2025
- Private funds · 26 to 29Mar 29, 2024 to Nov 27, 2024
- Advisory employees · 38 to 41Nov 8, 2023 to Mar 29, 2024
- Assets in custody · $232M to $273MNov 8, 2023 to Mar 29, 2024
- Employees · 59 to 60Nov 8, 2023 to Mar 29, 2024
- Discretionary RAUM · $4.1B to $4.2BNov 8, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $4.1B to $4.2BNov 8, 2023 to Mar 29, 2024
- RAUM · $4.1B to $4.2BNov 8, 2023 to Mar 29, 2024
- Accounts · 22 to 26Jun 22, 2022 to Mar 31, 2023
- Advisory employees · 39 to 38Jun 22, 2022 to Mar 31, 2023
- Pooled vehicle clients · 22 to 26Jun 22, 2022 to Mar 31, 2023
- Assets in custody · $265M to $232MJun 22, 2022 to Mar 31, 2023
- Employees · 58 to 59Jun 22, 2022 to Mar 31, 2023
- Financial planning clients · 11-25 to unsetJun 22, 2022 to Mar 31, 2023
- Other offices · 1 to 2Jun 22, 2022 to Mar 31, 2023
- Private funds · 22 to 26Jun 22, 2022 to Mar 31, 2023
- Discretionary RAUM · $4.6B to $4.1BJun 22, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $4.6B to $4.1BJun 22, 2022 to Mar 31, 2023
- RAUM · $4.6B to $4.1BJun 22, 2022 to Mar 31, 2023
- Assets in custody · $255M to $265MMar 30, 2022 to Jun 22, 2022
- Discretionary RAUM · $4.5B to $4.6BMar 30, 2022 to Jun 22, 2022
- Pooled vehicle RAUM · $4.5B to $4.6BMar 30, 2022 to Jun 22, 2022
- RAUM · $4.5B to $4.6BMar 30, 2022 to Jun 22, 2022
- Advisory employees · 40 to 39Jun 11, 2021 to Mar 30, 2022
- Assets in custody · $129M to $255MJun 11, 2021 to Mar 30, 2022
Signals
4 dated events
- Alexander Casey Lynch (Managing Director) no longer on Schedule A of A••••••• C•••••• P••••••• (listed 2023-11-08, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- A••••••• C•••••• P••••••• reported RAUM $4.5B, up 49% from $3.0B (2021-06-11 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- A••••••• C•••••• P••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Feb 3, 2020 · Succession (Item 4) · fact
- Thomas Steven Brownlie (Managing Director) no longer on Schedule A of A••••••• C•••••• P••••••• (listed 2019-03-29, absent 2020-02-03)Feb 3, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- A••••••• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- A••••••• C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/altamont-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- A•••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 650-264-7750reportedpublic 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