Advancing Alternatives

Investing Beyond the Conventional

Learn more

Advancing Alternatives

Investing Beyond the Conventional

Learn more

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

Legacy career assets under management and advisement

$3B

Assets under management and advisement

$1.45B

Funded real estate investments

140 years

Combined investment management experience

44 years

Managing alternative portfolios

34 year

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.

Learn more

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.

Learn more

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.

Investing in the next generation of U.S. infrastructure. We focus on advanced manufacturing, energy transition, and supply chain resilience to secure American economic sovereignty

Learn more

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.

Incorporate a diverse range of non-traditional assets—including private equity, hedge funds, and real estate—directly into a tax-efficient, compliant PPLI policy.

Learn more

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.

Learn more

Registered Investment Advisors

Business Owners and Entrepreneurs