← Tributary

ALTARIS, LLC

NEW YORK, NY · CRD 143611 · IAPD ↗ · altariscap.com · 212-931-0250

$9.34BRegulatory AUM
37Advisory reps
37Employees
0Clients
n/aPlanning clients
19Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
January 2026 — ALTARIS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — ALTARIS, LLC reported RAUM up 98% ($4.76B -> $9.41B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — ALTARIS, LLC grew from 27 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.