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Altair Advisers
Steven Weinstein's Altair Advisers delivers integrated investment and planning counsel as a fiduciary multi-family office in Chicago.
Altair Advisers
Altair Advisers launched from the professional foundation Steven Weinstein built at Arthur Andersen, structuring the firm as an independent, fee-only fiduciary. The practice avoids product sales in favor of an integrated model combining portfolio construction with comprehensive financial planning and client education. That tripartite framework targets accumulated and transitional wealth, guiding business owners and families through liquidity events and intergenerational transfers with technical counsel rather than packaged solutions. The firm constructs bespoke investment programs spanning public equities, fixed income, and alternative investments. Altair operates on an open-architecture platform, sourcing external managers and structuring direct allocations for each client household. The firm's mandate extends beyond advisory through its role as investment adviser to multiple series of The RBB Fund, Inc., a registered multi-manager fund complex based in Pennsylvania. That relationship enables Altair to deploy its investment philosophy within a pooled 1940-Act vehicle, potentially serving a broader client base beyond its private-wealth relationships. The firm's geographic focus centers on the US, with its advisory and educational services delivered from a single office in Chicago's Loop. Jason M. Laurie serves as the firm's Chief Investment Officer, leading the investment team alongside Managing Director Bryan R. Malis. CEO Rebekah L. Kohmescher oversees operations and compliance, ensuring adherence to the fiduciary standard that underpins the advisory practice. Founder Steven Weinstein remains Chairman while maintaining active engagement in Chicago's professional ecosystem through memberships in The Economic Club of Chicago and the Chicago Estate Planning Council. The firm's leadership anchors a team of professionals with multiple CFA charterholders, reflecting a technical, credentials-driven culture. Altair's architecture differs from single-family offices or proprietary private-fund managers by operating as a fully independent, fee-only fiduciary with no internal products to distribute. The firm's revenue derives from advisory fees on assets under management, aligning its interests entirely with client investment outcomes. Its dual identity — private advisory and RBB fund adviser — gives it a hybrid distribution model uncommon among independent wealth managers, connecting individual planning engagements to institutional-quality fund infrastructure.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Chicago
Corporate office
225 West Washington Street Suite 2400, Chicago, IL, 60606
Principals
Steven B. Weinstein
Founder and Chairman
Rebekah L. Kohmescher
CEO and Chief Compliance Officer
Jason M. Laurie
Managing Director and Chief Investment Officer
Bryan R. Malis
Managing Director
Frequently asked questions
Who runs investment decisions at Altair Advisers?
Jason M. Laurie is the Managing Director and Chief Investment Officer, leading the firm's portfolio construction and external manager selection. CEO Rebekah L. Kohmescher oversees the firm's compliance framework as Chief Compliance Officer, ensuring all investment decisions adhere to the firm's fiduciary obligation. The investment team includes multiple CFA charterholders, reinforcing a disciplined, analytical approach.
How is Altair Advisers compensated?
Altair operates strictly as a fee-only, independent fiduciary adviser. The firm generates compensation through advisory fees tied to assets under management rather than commissions or product distribution agreements. This compensation model removes the incentive to recommend proprietary products or third-party securities that generate trailing fees.
Does Altair Advisers participate in fund commitments or only direct portfolios?
Altair constructs both separate account portfolios for individual clients and serves as an investment adviser to multiple series of The RBB Fund, Inc., a multi-manager mutual fund platform. This gives the firm the ability to make investment strategies available in a pooled vehicle format. For private-wealth clients, portfolios are customized without mandatory internal fund allocations.
How is Altair Advisers related to The RBB Fund, Inc.?
Altair serves as the investment adviser to specific series of The RBB Fund, Inc., an open-end management investment company registered under the Investment Company Act of 1940. Rather than operating its own proprietary fund complex, Altair manages strategies within RBB's existing multi-manager structure. This arrangement extends Altair's investment philosophy to a broader audience through a regulated pooled vehicle.
Which professional networks does Altair Advisers' leadership belong to?
Founder Steven Weinstein is a member of The Economic Club of Chicago and the Chicago Estate Planning Council, reflecting the firm's deep local roots and focus on complex wealth-transfer planning. Multiple members of the investment team hold CFA charters and belong to the CFA Society Chicago. These affiliations connect the firm to the city's institutional allocator community and estate-planning infrastructure.
Does Altair Advisers maintain any philanthropic structures?
The firm has directed contributions to organizations including the Greater Chicago Food Depository, Kohl Children's Museum, and the UCP Seguin Foundation. There is no publicly disclosed Altair-branded foundation or donor-advised fund vehicle, suggesting the firm coordinates charitable giving on an advisory basis rather than through a captive philanthropic entity.
What is Altair's posture on co-investments alongside external managers?
Altair emphasizes bespoke portfolio construction and integrated financial planning rather than direct co-investing or deal-by-deal syndication. The firm's materials do not reference direct private company co-investment programs. Its open-architecture model suggests the firm selects external managers rather than organizing clients into side-by-side principal investments.
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