AUMdb

Altarock Partners Lp

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 161005 · SEC file 801-80529 · West Palm Beach, FL · WWW.ALTAROCKPARTNERS.COM
☆ Save with Pro ADV data as of Apr 24, 2026
Regulatory AUM
$5.7B
Discretionary
$5.7B
Clients
2
Avg AUM / client
$2.8B
Accounts
2
Employees
7

AUM over time

$109M $5.7B
Oct 2014 Dec 2025

Annual snapshots from Form ADV filings · as of Apr 24, 2026

Investments (13F portfolio — 8 positions, $4,126,337,614)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Amazon.Com Inc COMM $1,576,176,113 7,567,946 38.2% 27.8%
2 Transdigm Group Inc COMM $1,053,689,345 909,168 25.5% 18.6%
3 Microsoft Corp COMM $691,306,171 1,867,537 16.8% 12.2%
4 Moodys Corp COMM $376,063,205 862,036 9.11% 6.64%
5 Mastercard Inc Class A COMM $261,240,236 522,836 6.33% 4.61%
6 Visa Inc Class A Shrs COMM $150,720,137 498,677 3.65% 2.66%
7 Alphabet Inc Cl A COMM $12,477,516 43,391 0.3% 0.22%
8 Hilton Worldwide COMM $4,664,891 15,341 0.11% 0.08%

Top 25 of 8 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 2 $5.7B 100.0%

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $4.6B combined gross assets

FundTypeDomicileGross assetsOwners
Bbh Altarock Partners Master Fund, Lp master Hedge Fund Cayman Islands $2.6B 1,850
Altarock Fund, Lp Hedge Fund Delaware $2.1B 97

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Massey, Mark, Thomas Chief Executive Officer Feb 2002 (25y) 75% or more
Cabot, Shannon, Theriault Chief Compliance Officer Sep 2014 (12y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Big Mound Partners, Llc General Partner Jan 2024 A Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (2, $4.6B gross assets)

FundTypeGross assetsMin. investmentOwners
Bbh Altarock Partners Master Fund, Lp Hedge Fund $2.6B $100K 1,850
Altarock Fund, Lp Hedge Fund $2.1B $5.0M 97

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/24/2026 1.38 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.

View current Form ADV (SEC/IAPD) ↗