Altos Ventures Management, Inc
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Overview
Altos Ventures Management, Inc is an advisory firm located in Burlingame, California. It handles $7.6 billion in total assets across 57 accounts, placing it among the largest firms in the United States by assets under management (AUM). Altos Ventures Management, Inc has a small team, including 15 financial advisors. Altos Ventures Management, Inc is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as bonds, equities and options.
Altos Ventures Management, Inc administers all of its accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell judgments for the client's account without needing the customer's authorization. Altos Ventures Management, Inc manages roughly $133.3 million in assets for each customer account. An average advisor at Altos Ventures Management, Inc administers around four client accounts, placing it among the most personalized firms in the country.
The firm's main office is located at 250 California Drive, Burlingame, California 94010. Altos Ventures Management, Inc is legally allowed to provide services to investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Altos Ventures Management, Inc by the Numbers
$7.6 billion
24
57
$133.3 million
Fee Structure
Fees for financial management typically depend on the services provided. Fees billed by the firm likely include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Altos Ventures Management, Inc.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Altos Ventures Management, Inc caters to pooled investment vehicles. Out of its 57 customers, Altos Ventures Management, Inc's biggest client group by number of accounts is pooled investment vehicles. Just 4% of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Altos Ventures Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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