Altegris
 | |
| Industry | Financial services |
|---|---|
| Founded | 2002 |
| Headquarters | |
| Products | Alternative Investments |
| AUM | $2.47 billion |
Altegris is an alternative investment firm headquartered in San Diego.[1]
History
Based in San Diego, CA, Altegris was founded in 2002, by Jon Sundt, Matt Osborne, Robert Amedeo and Richard Pfister and is currently led by Marty Beaulieu, who serves as Chairman and Chief Executive Officer.[2]
Acquisition
Altegris was acquired by Genworth Financial in 2010.[3]
Genworth sold its stake, and the Altegris group was acquired in 2013 by private equity firms Aquiline Capital Partners LLC and Genstar Capital.[4]
In 2018, Altegris merged with Artivest.[5] On September 9, 2020, Altegris announced that it had regained control of its assets from Artivest, and was rebranding as an independent company.[6]
References
- ^ "How Can Advisors Build a More Modern Portfolio?". Financial Planning. 2012-05-16. Retrieved 2021-05-11.
- ^ "Altegris Investments Inc - Company Profile and News". Bloomberg.com. Retrieved 2021-05-11.
- ^ "Genworth Financial Buys Altegris". FANews. October 19, 2010.
- ^ "Aquiline and Genstar Complete Acquisition of Altegris". San Diego Business Journal. Retrieved 2021-05-11.
- ^ "Altegris merges with Artivest to create $3B alternative investments platform". Investment News. February 8, 2018.
- ^ "Altegris To Leave Artivest Partnership And Reboot Itself As Independent Alts Firm". www.fa-mag.com. Retrieved 2021-05-12.