A Liquid Alternative Investments Firm

Recently Released!!!
Date Published: August 30, 2015
Summary Power Point Deck: 14 Slides
Reference Power Point Deck: 99 Slides

Altegris was founded by Jon Sundt, Matt Osborne, Robert Amedeo, & Richard Pfister in 2002 and is based in La Jolla, CA. The company has $3.3 billion assets under management and is led by its CEO Jon Sundt. Its web site can be found at

Altegris' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Independent Phase
  • Genworth Financial Phase
  • Private Equity Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, financial advisor clients, clients, accounts, assets under management, net flows, revenues, & net profits.

Its profile includes detailed outlines of its core businesses, including:

  • Altegris Advisors
  • Altegris Investments
  • Altegris Portfolio Management (DBA Altegris Funds)
  • Altegris Clearing Solutions
And its profile concludes with the highlights of its organizational structure & ownership.
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