Bank / Wealth / TrustRIA · CRD 128386SEC-Registered

Updated:

Altanes Investments

Altanes Investments is an SEC-registered investment adviser with $22 million in regulatory assets under management. The firm is managed by 1 employee and 1...

Altanes Investments logo

Altanes Investments

Altanes Investments is an SEC-registered investment adviser with $22 million in regulatory assets under management. The firm is managed by 1 employee and 1 investment adviser. It operates with a team of 2.

General information

Firm type

Bank / Wealth / Trust

Location

Region

North America

Country

United States

City

Locust Valley

Corporate office

Locust Valley, NY, United States

Frequently asked questions

What is known about Altanes Investments' investment strategy?

No investment strategy has been publicly disclosed by the firm. Altanes does not maintain a public website or publish fund materials. The absence of public-facing documents and the firm's Locust Valley location suggest an internal, multi-asset mandate designed for wealth preservation, a structure that often includes allocations to direct private equity, public securities, and real assets handled through a combination of internal decisions and external managers.

Who are the principals behind Altanes Investments?

No named principals are linked to Altanes Investments in public records. The firm's registration in Locust Valley — a community long associated with concentrated private wealth — points toward an operating model in which the identity of the capital source is deliberately kept separate from the investment entity. In the absence of named filings, no specific individuals can be confirmed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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