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Who We Are

What We Do

Who We Serve

Insights

Beyond conventional investing

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 40 years to AH Haynes and Co.1, a pioneer in alternative investments. Today, that same spirit of intellectual curiosity and original thinking drives us. We bypass trends in favor of scientific rigor, creating bespoke strategies designed to unlock authentic value.

Unlocking Off-Market and Unique Opportunities

We provide differentiated solutions across real estate, private markets, insurance-linked structures, and multi-strategy investing. We help RIAs, family offices, and institutional investors move beyond the conventional. By sourcing off-market opportunities and crafting tax-optimized structures, we aim to maximize after-tax returns.

Expertise and Rigor

Led by industry veterans from the world’s top investment firms, our team brings sophisticated domain knowledge to every engagement. We combine precision with creativity to ensure every strategy is as rigorous as it is innovative.

1Founded in 2024 through a merger with AH Haynes & Co. (est. 1981), Altes Capital, LLC is an SEC-registered investment adviser. References to the firm’s history since 1981 reflect the legacy and continuity of core strategies transitioned from AH Haynes & Co. to Altes.

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.

1981

Our predecessor firm, AH Haynes and Co. was founded in the early years of the alternative investments sector.

1991

Domestic multi-strategy fund launched as one of the pioneering multi-strategy funds in the industry.

1993

Offshore fund launched to give access to offshore investors to the multi-strategy approach.

2010

Version 2.0 of our proprietary investment analytics framework implemneted; with inclusion of more factor indicators.

2016

Version 2.0 investment analytics framework with enhancements for sourcing across illiquid strategies.

2025

AH Haynes and Co. merges with Altes and expands its alternative investments offering beyond multi-strategy to include tax-advantaged real estate, liquid alternatives, and insurance dedicated funds.

1981

Our predecessor firm, AH Haynes and Co. was founded in the early years of the alternative investments sector.

1991

Domestic multi-strategy fund launched as one of the pioneering multi-strategy funds in the industry.

1993

Offshore fund launched to give access to offshore investors to the multi-strategy approach.

2010

Version 2.0 of our proprietary investment analytics framework implemneted; with inclusion of more factor indicators.

2016

Version 2.0 investment analytics framework with enhancements for sourcing across illiquid strategies.

2025

AH Haynes and Co. merges with Altes and expands its alternative investments offering beyond multi-strategy to include tax-advantaged real estate, liquid alternatives, and insurance dedicated funds.

1981

Our predecessor firm, AH Haynes and Co. was founded in the early years of the alternative investments sector.

1991

Domestic multi-strategy fund launched as one of the pioneering multi-strategy funds in the industry.

1993

Offshore fund launched to give access to offshore investors to the multi-strategy approach.

2010

Version 2.0 of our proprietary investment analytics framework implemneted; with inclusion of more factor indicators.

2016

Version 2.0 investment analytics framework with enhancements for sourcing across illiquid strategies.

2025

AH Haynes and Co. merges with Altes and expands its alternative investments offering beyond multi-strategy to include tax-advantaged real estate, liquid alternatives, and insurance dedicated funds.

1981

Our predecessor firm, AH Haynes and Co. was founded in the early years of the alternative investments sector.

1991

Domestic multi-strategy fund launched as one of the pioneering multi-strategy funds in the industry.

1993

Offshore fund launched to give access to offshore investors to the multi-strategy approach.

2010

Version 2.0 of our proprietary investment analytics framework implemneted; with inclusion of more factor indicators.

2016

Version 2.0 investment analytics framework with enhancements for sourcing across illiquid strategies.

2025

AH Haynes and Co. merges with Altes and expands its alternative investments offering beyond multi-strategy to include tax-advantaged real estate, liquid alternatives, and insurance dedicated funds.

Our Team

Guided by experience, driven by innovation

Our experienced leadership applies expertise in tax-optimized investment solutions across alternative strategies and unique 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

Jonathan Siegel

Partner,
Altes Ascent

Carolyn McLaughlin

Senior Director,  
Investor Relations and Operations

Jeffrey Tompkins

Managing Director

Elizabeth Morgan

Senior Director,
Head of Investment Diligence

Our Differentiation

A commitment to excellence

Unlock unique opportunities driven by rigorous analysis, innovative thinking, and dedicated support.

Longevity and 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 partnership

We believe high-touch investor service is inseparable from performance. In every partnership, we pair unique alternative investments with a commitment to dedicated, value-add support.

Bespoke investment structures

We build tailored alternatives beyond conventional limits, offering tax-optimized structures, multi-strategy portfolios, daily liquid options, and direct access to trends like digital infrastructure.

An alternative approach

Our strategy is built on three pillars: proprietary analytics, a four-decade sourcing network, and an unwavering commitment to investor education and service.

This site is intended for accredited investors only.

Altes Capital, LLC (“Altes”) is an SEC-registered investment adviser. Altes was formed in 2024, following the merger with AH Haynes & Co. (founded 1981). References to the firm’s history since 1981 reflect the combined investment activities and legacy of AH Haynes & Co. and the continuity of its core investment strategies now managed by Altes.

The information contained on this public website (the “Site”) is provided for informational purposes only and is not, and may not be relied on in any manner as, legal, business, tax, or investment advice.

This Site does not intend to provide a complete description of Altes’ investment services or investment programs.

The information on this Site, including any references to Altes’ funds or investment programs, is not an offer to sell or a solicitation of an offer to buy any securities, investment products, or services.

This Site contains proprietary information, graphics, and materials concerning Altes, its affiliates, and its investment programs.

Past performance is not indicative of future results. There is a risk of loss of capital.

The content on this Site may not be copied, reproduced, republished, transferred, transmitted, displayed, distributed, or otherwise used in any form or by any means without the prior written consent of Altes Capital, LLC.

Altes provides this Site on an “as is” and “as available” basis without warranty of any kind. Altes, its affiliates, or its partners shall not be liable for any damages, liability, or loss related to your use of this Site or its content.

This site is intended for accredited investors only.

This Site does not intend to provide a complete description of Altes’ investment services or investment programs.

This Site contains proprietary information, graphics, and materials concerning Altes, its affiliates, and its investment programs.

Past performance is not indicative of future results. There is a risk of loss of capital.

This site is intended for accredited investors only.

This Site does not intend to provide a complete description of Altes’ investment services or investment programs.

This Site contains proprietary information, graphics, and materials concerning Altes, its affiliates, and its investment programs.

Past performance is not indicative of future results. There is a risk of loss of capital.

This site is intended for accredited investors only.

This Site does not intend to provide a complete description of Altes’ investment services or investment programs.

This Site contains proprietary information, graphics, and materials concerning Altes, its affiliates, and its investment programs.

Past performance is not indicative of future results. There is a risk of loss of capital.

Disclosures

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