Altaris, LLC

Fee-Only (% of Portfolio)

Altaris, through its affiliated advisors, manages investment funds offered privately to qualified investors. Altaris identifies and evaluates investment opportunities, negotiates terms, manages investments, and seeks dispositions, primarily in non-public healthcare companies. Altaris' senior principals often serve on the boards of portfolio companies to influence management. Altaris may also provide co-investment opportunities to certain investors and service providers.

Assets Under Management$9.7B
Clients19
AdvisorsN/A
Avg. per Client$510M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Altaris manages investment funds and charges a management fee, typically 2.0% annually, based on investor capital commitments. After the investment period, the fee is based on the value of investments less any write-downs. This fee is reduced by a portion of certain fees paid by portfolio companies to Altaris. Some investors may be exempt from these fees. Investors also bear certain expenses related to the funds' activities.

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