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How does the advisor help clients – Key Takeaways:
ALTAI CAPITAL MANAGEMENT, L.P. is a financial advisory firm that provides a range of services to help clients achieve their financial goals. From investment management to financial planning, they offer a comprehensive approach to managing and growing wealth.
Facts and Insights
As of their most recent filing with the U.S. Securities and Exchange Commission (SEC), ALTAI CAPITAL MANAGEMENT, L.P. reported $1.5 billion in assets under management (AUM), with 12 advisors on their team. The company has been in business for 10 years, providing clients with a wealth of experience and knowledge in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 12 | 10 years |
Financial Services Offered
ALTAI CAPITAL MANAGEMENT, L.P. offers a variety of financial services to help clients achieve their goals. These services include investment management, retirement planning, tax planning, estate planning, and education planning. They also provide advice on insurance and risk management.
Client Types
The firm caters to a diverse range of clients, including high net worth individuals, families, businesses, and institutions. Each client receives personalized attention and a tailored approach to their specific financial needs.
Fees & Compensation
ALTAI CAPITAL MANAGEMENT, L.P. charges fees based on a percentage of the client’s AUM. This incentivizes the firm to grow the client’s portfolio, as their compensation is directly tied to its performance. They may also charge a flat fee for financial planning services or a fee based on an hourly rate.
Background
The company was founded by a team of experienced financial advisors with a passion for helping clients achieve financial success. They are dedicated to staying up-to-date on industry trends and strategies, and continuously strive to provide the best possible services for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor with the SEC, ALTAI CAPITAL MANAGEMENT, L.P. is required to disclose any potential conflicts of interest or disciplinary actions. It is important for clients to review this information and understand how it may impact the advice and services they receive from the firm.