Advancing Alternatives

Investing Beyond the Conventional

Advancing Alternatives

Investing Beyond the Conventional

About Altes

Four decades of continuous innovation

Advancing Alternatives is more than a strategy—it's a mindset. Since 1981, Altes has delivered innovative and strategic alternative investments by sourcing and focusing upon niche asset classes and bespoke investment structures.

Our focus is simple: deploying sophisticated solutions for high-net-worth individuals and capital allocators, including RIAs, institutions, and professional advisors.

Strength in Numbers

$25B

$25B

$25B

Legacy career assets under management and advisement

Legacy career assets under management and advisement

$3B

$3B

$3B

Assets under management and advisement

Assets under management and advisement

$1.45B

$1.45B

$1.45B

Funded real estate investments

Funded real estate investments

140 years

140 years

140 years

Combined investment management experience

Combined investment management experience

44 years

44 years

44 years

Managing alternative portfolios

Managing alternative portfolios

34 year

34 year

34 year

Multi-strategy track record

Multi-strategy track record

Our Investments

Innovative Solutions,
Differentiated Strategies,
Thoughtfully Structured

Innovative Solutions, Differentiated Strategies, Thoughtfully Structured

Opportunity Zone Investing

Highly tax-efficient investment structures in legally designated opportunity zone areas with potential for high-growth demographics for housing development across the United States. Focusing on economic development and transforming communities.

Multi-Strategy Investing

A diversified Investment approach through a single investment structure benefiting from access to unique investment strategies, low investment minimums, enhanced liquidity, and true alternatives diversification.

American Dynamism

Strategic investments in companies, assets, and technologies that are building the next generation of essential infrastructure and capabilities for the United States. Investments may include critical areas such as supply chain resilience, advanced manufacturing, and energy transition technologies, and foundational industries that secure American leadership and economic sovereignty.

Insurance Dedicated Funds

A financial vehicle that enables high-net-worth investors to incorporate a wide array of non-traditional and complex assets—including real estate, hedge funds, private equity, and even closely held businesses—directly into a compliant Private Placement Life Insurance (PPLI) policy.

Liquid Alternatives

Flexible, risk and strategy-based portfolios providing access to alternative-like strategies—including absolute return, macro, commodities, REITs, and ETFs—all with the benefits of daily liquidity and low investment minimums.

Real Estate

Uniquely sourced, off-market, institutional-grade real estate opportunities for income and appreciation. Options available through separately managed accounts or direct investing. All offerings are thoughtfully selected, meticulously structured, and customized to each investor's needs.

Our Clients

Providing world-class service and compelling investments

Our decades of experience has been dedicated to building lasting partnerships with a diverse range of investors, providing innovative investment solutions and expert guidance. We believe that providing value-add service to our clients is just as important as providing compelling investments.

Registered Investment Advisors

Business Owners and Entrepreneurs

Single and Multi-Family Offices

Professional Alliance Group

Endowments and Foundations

Accredited Investors

Registered Investment Advisors

Business Owners and Entrepreneurs

Single and Multi-Family Offices

Professional Alliance Group

Endowments and Foundations

Accredited Investors

Registered Investment Advisors

Business Owners and Entrepreneurs

Single and Multi-Family Offices

Professional Alliance Group

Endowments and Foundations

Accredited Investors

Registered Investment Advisors

Registered Investment Advisors

Business Owners and Entrepreneurs

Business Owners and Entrepreneurs

Single and Multi-Family Offices

Single and Multi-Family Offices

Professional Alliance Group

Professional Alliance Group

Endowments and Foundations

Endowments and Foundations

Accredited Investors

Accredited Investors

Innovative alternative investments,
built on decades of experience

Join our network of entrepreneurs, RIA’s, and institutions who rely on us for innovative and differentiated alternative investment solutions.

The information contained on this public website (the “Site”) is provided for informational purposes only and is not, and may not be relied on in any manner as, legal, business, tax, or investment advice.

This Site does not intend to provide a complete description of Altes’ investment services or investment programs.

The information on this Site, including any references to Altes’ funds or investment programs, is not an offer to sell or a solicitation of an offer to buy any securities, investment products, or services.

This Site contains proprietary information, graphics, and materials concerning Altes, its affiliates, and its investment programs.

Past performance is not indicative of future results. There is a risk of loss of capital.

© Copyright 2025 Altes Capital, LLC. All rights reserved.

The content on this Site may not be copied, reproduced, republished, transferred, transmitted, displayed, distributed, or otherwise used in any form or by any means without the prior written consent of Altes Capital, LLC.

Altes provides this Site on an “as is” and “as available” basis without warranty of any kind. Altes, its affiliates, or its partners shall not be liable for any damages, liability, or loss related to your use of this Site or its content.

The information contained on this public website (the “Site”) is provided for informational purposes only and is not, and may not be relied on in any manner as, legal, business, tax, or investment advice.

This Site does not intend to provide a complete description of Altes’ investment services or investment programs.

The information on this Site, including any references to Altes’ funds or investment programs, is not an offer to sell or a solicitation of an offer to buy any securities, investment products, or services.

This Site contains proprietary information, graphics, and materials concerning Altes, its affiliates, and its investment programs.

Past performance is not indicative of future results. There is a risk of loss of capital.

© Copyright 2025 Altes Capital, LLC. All rights reserved.

The content on this Site may not be copied, reproduced, republished, transferred, transmitted, displayed, distributed, or otherwise used in any form or by any means without the prior written consent of Altes Capital, LLC.

Altes provides this Site on an “as is” and “as available” basis without warranty of any kind. Altes, its affiliates, or its partners shall not be liable for any damages, liability, or loss related to your use of this Site or its content.

The information contained on this public website (the “Site”) is provided for informational purposes only and is not, and may not be relied on in any manner as, legal, business, tax, or investment advice.

This Site does not intend to provide a complete description of Altes’ investment services or investment programs.

The information on this Site, including any references to Altes’ funds or investment programs, is not an offer to sell or a solicitation of an offer to buy any securities, investment products, or services.

This Site contains proprietary information, graphics, and materials concerning Altes, its affiliates, and its investment programs.

Past performance is not indicative of future results. There is a risk of loss of capital.

© Copyright 2025 Altes Capital, LLC. All rights reserved.

The content on this Site may not be copied, reproduced, republished, transferred, transmitted, displayed, distributed, or otherwise used in any form or by any means without the prior written consent of Altes Capital, LLC.

Altes provides this Site on an “as is” and “as available” basis without warranty of any kind. Altes, its affiliates, or its partners shall not be liable for any damages, liability, or loss related to your use of this Site or its content.