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ALTEGRIS ADVISORS, LLC

SAN JUAN CAPISTRANO, CA · CRD 154003 · IAPD ↗ · 858-459-7040

$149.6MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
January 2026 — ALTEGRIS ADVISORS, LLC (SAN JUAN CAPISTRANO, CA) left the SEC roster (was $149.6M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
35
April 2025 — ALTEGRIS ADVISORS, LLC reported RAUM down 36% ($234.1M -> $149.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
December 2024 — ALTEGRIS ADVISORS, LLC moved its main office from LA JOLLA, CA to SAN JUAN CAPISTRANO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
35
April 2024 — ALTEGRIS ADVISORS, LLC reported RAUM down 29% ($327.6M -> $234.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — ALTEGRIS ADVISORS, LLC shrank from 6 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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