# Altamont Capital Partners

Altamont Capital Partners is an Asset Manager based in Palo Alto, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Palo Alto, United States
- **Region:** North America
- **Address:** Palo Alto, CA, United States
- **Founded:** 2010
- **Assets under management:** $4B+ (per firm website, 2025)
- **Website:** www.altamontcapital.com
- **LinkedIn:** https://www.linkedin.com/company/altamont-capital-partners
- **Wikidata:** Q107659705

## Regulatory record

- **CRD number:** 160498
- **SEC file number:** 801-73701
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160498

## About

Founded in 2010, Altamont Capital Partners ("Altamont") is a private equity firm focused on transforming and scaling lower-middle market companies through significant business-building and value-creation resources. Altamont makes long-term, control investments in sectors where we have deep experience and specialized knowledge, and partners with management teams to execute proven and repeatable platform-building playbooks. Since inception, Altamont has invested in over 45 companies operating across the Industrials, Business Services, Financial Services, and Franchising & Multi-Unit sectors. Altamont currently manages over $4 billion of capital and is headquartered in Palo Alto, California, with additional offices in San Francisco and Austin, Texas.

## Sectors

- Industrials
- Business Services
- Financial Services

## People

- Jesse Rogers — Co-Founder & Chairman
- Randall Eason — Co-Founder & Managing Partner
- Keoni Schwartz — Co-Founder & Managing Partner

## Questions

### Who runs investment decisions at Altamont Capital Partners?

Jesse Rogers, Randall Eason and Keoni Schwartz co-founded the firm in 2010 and remain the senior decision-makers as Chairman and Managing Partners, respectively. The investment team includes six additional Managing Directors — Chase Beeler, Sam Gaynor, Kevin Mason, Wandé Olabisi, Jim Kunihiro (who leads portfolio operations) and Kristin Johnson (business development) — and a 20-person deal-execution group.

### Does Altamont participate in fund commitments or only direct deals?

Altamont makes control investments directly into operating companies and does not operate as a fund-of-funds or commit to external managers. The firm invests its own partnership capital alongside each fund, making it one of the largest LPs within its own vehicles.

### What investment stages and situations does Altamont target?

Altamont structures control equity investments in situations including family and founder successions, corporate carve-outs, public-to-private transactions, restructurings and growth recapitalizations. The firm does not invest at the venture or growth-equity stage — its model requires majority ownership and the ability to deploy the Altamont Ascend operating playbook.

### Which sectors does Altamont explicitly avoid?

The firm concentrates exclusively on Industrials, Business Services and Financial Services. Technology, healthcare and consumer-facing businesses sit outside its current mandate, though its portfolio history includes legacy-consumer and franchising investments that appear to be runoff or realized positions.

### What is Altamont's posture on co-investments alongside external GPs?

Altamont does not publicly offer co-investment rights to external institutional investors on a deal-by-deal basis; its model is structured around committed fund vehicles. The firm's own partnership is the primary co-investor in each deal, ensuring full alignment, and the employee-ownership programs it supports extend participation to portfolio-company workforces.

## Related profiles

- [Altair Investments](https://altss.com/profile/altair-investments)
- [Altera Partners Management](https://altss.com/profile/altera-partners-management)

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Last updated: 2026-06-03T20:00:00.000Z

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