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.
Alteris Capital Partners, LLC
Houston, TX
CRD 335079
Firm filing updated March 6, 2026 ·
- $139.5MAssets
- 3Advisory staff
- 302Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals73
- High net worth individuals15
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 73 | $27.4 million |
| High net worth individuals | 15 | $90.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $520,795 |
| Charitable organizations | Fewer than 5 clients | $21.3 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 individuals and/or small businesses
- Pension consulting services
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "BUSINESS CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "BUSINESS CONSULTING"
Assets and accounts
- Regulatory assets$139.5 million
- Accounts302
- DiscretionaryAll accounts
People
- Employees3
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients51 to 100
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 335079, SEC file 801-132143.
- Registered with the SEC as an investment advisor (status date on record: March 10, 2025).
Is Alteris Capital Partners, LLC a fiduciary?
Short answer: Alteris Capital Partners, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
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.