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ALTAROCK PARTNERS LP

WEST PALM BEACH, FL · CRD 161005 · IAPD ↗ · altarockpartners.com · (561) 200-1300

$5.66BRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
February 2024 — ALTAROCK PARTNERS LP filed an Item 4A succession naming ALTAROCK PARTNERS, LLC (CRD 161005) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
35
February 2024 — ALTAROCK PARTNERS LP moved its main office from BEVERLY, MA to WEST PALM BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
February 2024 — ALTAROCK PARTNERS, LLC is now doing business as ALTAROCK PARTNERS LP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
February 2024 — ALTAROCK PARTNERS LP reported RAUM up 41% ($3.28B -> $4.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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