Date Published: August 30, 2015
Summary Power Point Deck: 14 Slides
Reference Power Point Deck: 99 Slides
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 www.altegris.com.
Altegris' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
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.
- Independent Phase
- Genworth Financial Phase
- Private Equity Phase
Its profile includes detailed outlines of its core businesses, including:
And its profile concludes with the highlights of its organizational structure & ownership.
- Altegris Advisors
- Altegris Investments
- Altegris Portfolio Management (DBA Altegris Funds)
- Altegris Clearing Solutions