Altman Advisors, Inc.
Altman Advisors is a boutique, independent, fiduciary multi-family office and registered investment adviser headquartered in Chicago, Illinois, serving high-net-worth individuals and families. Founded in 2016 with roots back to 1977, the firm offers comprehensive wealth management, financial planning, family office, and discretionary portfolio management services. Their team of fewer than 25 professionals delivers concierge-level service, consulting on tax, estate, risk, and legacy planning, while managing diverse asset classes through their in-house Asset Management Group.
Investment Strategy
Altman Advisors employs a fundamental, research-driven, and integrated planning approach, tailoring investment solutions for each client through its Family Office and Asset Management Groups. Their strategy covers public equities, credit, and alternative investments—including private equity, structured notes, and options. The firm emphasizes risk management, comprehensive financial planning, and objective advice, with focus areas including wealth preservation, multi-generational planning, and holistic management of public and private assets.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEUR | ISHARES TR | 6.18% | $15.1M | 228,774 | $56.99 | $66.20 | +$1.5M |
N NVDA | NVIDIA CORPORATION | 4.15% | $10.2M | 66,327 | $87.94 | $157.99 | +$4.4M |
A AMZN | AMAZON COM INC | 3.13% | $7.7M | 34,752 | $130.19 | $219.39 | +$1.4M |
M MSFT | MICROSOFT CORP | 3.09% | $7.6M | 15,353 | $331.78 | $497.41 | +$1.5M |
A AAPL | APPLE INC | 2.98% | $7.3M | 35,128 | $173.52 | $205.17 | +$60.0K |