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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.
Latest 13F Filing Activity
Altman Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 96 equity positions with a total 13F market value of $245M. The fund increased holdings in Nvidia Corporation, Twilio Inc., Cognizant Technology Solutio among other positions. Altman Advisors, Inc. reduced exposure to Delta Air Lines Inc. Del, Unitedhealth Group Inc., Thermo Fisher Scientific Inc. among others.
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 |
Industry Allocation
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