Sign in Sign up for free

Altanes Investments, LLC (Mill Neck)


Altanes Investments, LLC is a large advisory firm based in Mill Neck. It manages $6.77 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004.

Logo

Altanes Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Altanes Investments: assets under management

The assets under management (AUM) of Altanes Investments, LLC is $6.77 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.26 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Altanes Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Michael Konstantine Loizou Ceo 1 Aug 2001 75% - 100% 5863738

Based in Mill Neck

The principal office where Altanes Investments, LLC performs its advisory services is located at 330 Feeks Lane, Mill Neck, NY 11765 The mailing address of the firm is P.O. Box 324, Mill Neck, NY 11765. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-442-2191. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.altanes.com.


Registered investment advisers similar to Altanes Investments, LLC