Gerardo Sierra is a registered investment advisor at Altamira Capital Management LLC, based in San Antonio, TX, with 15 years of industry experience. Gerardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $4.7M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Altamira Capital Management manages the Altamira Prima Fund, LP. There are two classes of partnership interests with different management fees and incentive allocations:
- Class A Limited Partnership Interests (purchased after December 31, 2014): A quarterly management fee equal to 0.5% (approximately 2.0% annually) of the Net Asset Value of each limited partner’s capital account, and an incentive allocation equal to 20% of the Net New Appreciation.
- Founding Limited Partnership Interests (purchased on or prior to December 31, 2014): A quarterly management fee equal to 0.25% (approximately 1.0% annually) of the Net Asset Value of each limited partner’s capital account, and an incentive allocation equal to 15% of the Net New Appreciation.
Location
100 NE Loop 410, Ste. 775, San Antonio, TX, 78216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Altamira Capital Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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