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ALTAMAR PARTNERS NORTH AMERICA LLC

NEW YORK, NY · CRD 283144 · IAPD ↗ · 212-257-5781

$5.15BRegulatory AUM
10Advisory reps
11Employees
1Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

65
April 2024 — ALTAMAR PARTNERS NORTH AMERICA LLC reported RAUM up 76% ($3.33B -> $5.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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