Data / Investment advisers / New Jersey / Altman Investment Management LLC
Altman Investment Management LLC, Princeton, NJ: $120 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Altman Investment Management LLC is an SEC registered investment adviser with its main office in Princeton, New Jersey and reports $120 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 113832
- SEC file number
- 801-60387
- SEC status
- Approved, effective July 10, 2001
- Main office
- 33 Witherspoon Street 2nd Floor, Princeton, NJ 08542
- Phone
- (609) 252-0048
- Regulatory AUM
- $119,915,238 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $119,915,238
- Accounts
- 68
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $118.8 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $119.9 million | March 17, 2026 |
| December 1, 2025 | $112.1 million | March 19, 2025 |
Other advisers in Princeton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mercator Partners | Princeton | $297.6 million | 2 | adviserinfo.sec.gov |
| West Horizon Capital | Princeton | $282.8 million | 1 | adviserinfo.sec.gov |
| Kubhera Enterprises LLC | Princeton | $275.5 million | 1 | adviserinfo.sec.gov |
| KDT Advisors, LLC | Princeton | $210.4 million | Not listed | adviserinfo.sec.gov |
| Halberstadt Financial Consultants Inc | Princeton | $185 million | Not listed | adviserinfo.sec.gov |
| Bergamot Asset Management LP | Princeton | $106.5 million | 8 | adviserinfo.sec.gov |
| Millstone Financial Group | Princeton | $104.4 million | Not listed | adviserinfo.sec.gov |
| Sosv Investments LLC (F/K/A Sosventures LLC) | Princeton | Not listed | 18 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Princeton, NJ
- Investment advisers in New Jersey
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Altman Investment Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.