Alternative investments specialists built on a legacy of pioneering insights and a relentless focus on client service.
About Altes
Institutional Expertise, Enduring Innovation.
Our Heritage of Innovation
Our roots trace back over four decades to our predecessor firm, AH Haynes and Co., an early innovator in alternative investments. This founding pioneering spirit, combined with intellectual curiosity and original thinking, remains at the core of our culture. We don't just follow trends; we apply a unique, scientific rigor to create bespoke strategies designed to unlock true value.
Unlocking Off-Market and Unique Opportunities
We offer differentiated investment solutions across key alternative asset classes, including real estate, private markets, insurance-linked structures, and multi-strategy investing. Our mission is to help accredited investors such as RIAs, entrepreneurs, family offices, consultants and institutional investors go beyond the conventional to achieve their financial objectives. We specialize in sourcing off-market and unique opportunities and crafting tax-optimized solutions that attempt to deliver enhanced, after-tax returns.
Expertise and Rigor
Our leadership is composed of industry veterans who have collectively managed and advised on alternative assets at some of the leading investment firms. Our team is driven by an unwavering commitment to applying this sophisticated expertise to every client engagement, ensuring precision, creativity, and deep domain knowledge is at the heart of each investment strategy.
Our History
Pioneers and innovators in alternative investments for over four decades
We leverage our decades of experience, a diversified alternative investments offering, and a powerful proprietary investment approach to identify unique opportunities and the potential to deliver superior, risk-adjusted returns.
Our Team
Guided by experience, driven by innovation
Our experienced leadership applies expertise in alternative investments and tax-optimized investment solutions across alternative strategies and unique investment structures.
Joseph Julian, PhD
Managing Partner,
Senior Portfolio Manager,
Member of the Firm’s Investment Committee
Brian Altenburg, PhD
Managing Partner,
Portfolio Manager,
Chair of the Firm’s Investment Committee
C.J. Haynes-Dale
Partner,
Portfolio Manager,
Member of the Firm’s Investment Committee
Elizabeth Morgan
Senior Director,
Head of Investment Diligence
Jeffrey Tompkins
Managing Director
Carolyn McLaughlin
Senior Director,
Investor Relations and Operations
Our Differentiation
A commitment to excellence
Unlock unique opportunities driven by rigorous analysis, innovative thinking, and dedicated support.
Longevity and a proven track record
We have one of the longest track records in the multi-strategy alternatives universe, demonstrating stability, low volatility, and low market correlation over 34 years.
Service driven
Core to our approach is the belief that value-add investor service must go hand-in-hand with the pursuit of unique, performance-driven alternative investments. We treat both as inseparable components of our client partnerships.
Unique investment structures
We construct unique investment structures across the full alternative asset spectrum. We move beyond conventional offerings to provide tailored solutions, including tax-optimized vehicles, multi-strategy alternatives, daily liquid portfolios, and direct access to transformative trends such as digital infrastructure.
Advancing Alternatives
Our approach is centered on advancing alternative investments through our proprietary investment analytics framework, our decades-old sourcing network drawn from across the alternative investments industry, and an unstinting focus on education and service.
