Altair Advisers
TL;DR
Formed in June 2002 by former Arthur Andersen advisory principals, Altair provides investment counsel to high-net-worth individuals, families and foundations and oversees more than $9.75 billion.
$9.8 billion
Regulatory AUM
As of ADV filing 2026-03-31
1,016
Accounts / Clients
895 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
75
Team Size
employees, 34 advisory
24 yrs
Years Registered
First registered 2002
About Altair Advisers
Formed in June 2002 by former Arthur Andersen advisory principals, Altair provides investment counsel to high-net-worth individuals, families and foundations and oversees more than $9.75 billion.
Office: 225 West Washington Street, Suite 2400, Chicago, IL 60606.
Best for: Families above $7M wanting investment counsel with in-house planning and tax staff
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD120642
RegistrationSEC-registered
First registration2002
Regulatory AUM$9.8 billion
ADV filing date2026-03-31
Accounts1,016
Clients895 individual and high-net-worth clients
Employees75
Advisory employees34
Fee modelAdvisory fees; ADV 2A says staff take no share of manager, fund or broker fees
Minimum$7,000,000 initial investment and $50,000 minimum annual fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, CPA and CPWA named in ADV 2A supplements
Source: SEC Investment Adviser Public Disclosure, CRD 120642, as of ADV filing 2026-03-31, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Chicago, IL (2026): rank 4 of 10
Client Reviews
No published reviews yet. Reviews publish once a firm has two or more verified founder reviews.