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Altos Financial Management LLC
Altos Financial Management, LLC is an SEC-registered investment adviser in San Jose, CA. The firm manages approximately $31 million in regulatory assets.
Altos Financial Management LLC
Altos Financial Management, LLC is an SEC-registered investment adviser in San Jose, CA. The firm manages approximately $31 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Year founded
2010
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Jose
Corporate office
San Francisco, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Altos Financial Management?
Altos Financial Management LLC does not disclose named principals publicly. Investment decisions are handled internally by the family office team, but no specific individuals or titles are available from public records.
Is Altos Financial Management structured as a single family office?
Based on its registration as a limited liability company and its focus on managing capital for a single family, Altos Financial Management operates as a single family office. It does not appear to offer services to external families.
How does Altos Financial Management source proprietary deal flow?
The firm leverages direct relationships and its capital base to source deals, but no specific sourcing model or network affiliations (such as Tiger 21 or R360) have been publicly disclosed. The firm's low profile suggests a preference for private, relationship-driven deal flow.
What investment stages does Altos Financial Management typically target?
The firm does not publicly specify a preferred stage, but its emphasis on real estate and private credit suggests a focus on mature, cash-flow-generating assets rather than early-stage venture investments.
Does Altos Financial Management maintain philanthropic structures?
No philanthropic foundations or charitable vehicles have been publicly attributed to Altos Financial Management. The family office appears to focus solely on investment management.
Where does the underlying wealth come from?
The source of wealth for the family served by Altos Financial Management is not publicly disclosed. No founding sector or family business name is available from public records.
Profile maintained by Altss 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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