AUMdb

Altriarch Asset Management, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 328482 · SEC file 801-132040 · Charleston, SC · www.altriarch.com
☆ Save with Pro ADV data as of Apr 30, 2026
Regulatory AUM
$349M
Discretionary
$349M
Clients
7
Avg AUM / client
$49.9M
Accounts
7
Employees
15

AUM over time

$164M $349M
Jan 27, 2025 Apr 30, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 7 $349M 100.0%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $22.0M combined gross assets

FundTypeDomicileGross assetsOwners
Altriarch Specialty Finance Fund, Lp Hedge Fund Delaware $22.0M 1

Private funds (1, $22.0M gross assets)

FundTypeGross assetsMin. investmentOwners
Altriarch Specialty Finance Fund, Lp Hedge Fund $22.0M $0 1

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/30/2026 2.4 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

  • Performance-based fees
  • Other fees
  • SERVICING FEE

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having 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 30, 2026.

View current Form ADV (SEC/IAPD) ↗