ALTAI CAPITAL MANAGEMENT, L.P.
· CRD 151638 · IAPD ↗ · 949-326-9611
$49.8MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
45
April 2026 — ALTAI CAPITAL MANAGEMENT, L.P. reported RAUM down 63% ($136.1M -> $49.8M).
M&A & valuationRecruiting & transitions
45
April 2025 — ALTAI CAPITAL MANAGEMENT, L.P. reported RAUM down 40% ($228.1M -> $136.1M).
M&A & valuationRecruiting & transitions
70
April 2024 — ALTAI CAPITAL MANAGEMENT, L.P. reported RAUM up 92% ($118.7M -> $228.1M).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.