SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Altair Advisers, LLC
Chicago, IL
CRD 120642
Firm filing updated March 31, 2026 ·
- $9.8BAssets
- 1,016Clients
- 34Advisory staff
- 1,016Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals479
- High net worth individuals416
- Charities85
- Corporations or other businesses34
- Investment companies1
- and 1 more1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 479 | $403.8 million |
| High net worth individuals | 416 | $6.3 billion |
| Investment companies | 1 | $1.4 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $0 |
| Charitable organizations | 85 | $1.2 billion |
| Corporations or other businesses not listed above | 34 | $472.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
Assets and accounts
- Regulatory assets$9.8 billion
- Accounts1,016
- Discretionary$5.2 billion · 654 accounts
- Non-discretionary$4.6 billion · 362 accounts
People
- Employees75
- Advisory staff34
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Registration details
- SEC-registered investment advisor. CRD 120642, SEC file 801-61138.
- Registered with the SEC as an investment advisor (status date on record: May 7, 2002).
Is Altair Advisers, LLC a fiduciary?
Short answer: Altair Advisers, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.