Altman Advisors

Althum Advisors LLC, a Miami-based SEC-registered investment adviser founded in 2021, provides discretionary and non-discretionary advisory services to high-net-worth clients, focusing on equities, fixed income, mutual funds, ETFs, and private investment funds with a $5 million minimum account size.

Our Story: We created Aletheian Wealth Advisors to best serve families with the most complex estate planning and asset management needs. How We Serve: We put you first, always. We are a multi-family office model that serves as a fiduciary with truth and transparency in an industry not always known for that. Why Aletheian: You will benefit from the highest level of advanced wealth planning and intelligent investment management. We help clients conceptualize the notion of a "family enterprise," and guide you to create a lasting legacy that defines your personal values, mission, and vision for coming generations. We take your complexity and stress, replacing it with clarity, confidence, and peace of mind. o Advanced Financial Planning - We are purposefully built to serve families with complex balance sheets and multi-generational needs. o Smart, Tailored Investment Management - We invest your capital as intelligently as possible, with a focus on lowering costs and increasing tax effficiency. We maximize what is available to you and the people and causes you care about. o Comprehensive Family Office Services - We set ourselves apart as trusted advisors who look out for your family in all aspects of your financial life.

Aletheian Wealth Advisors LLC is a multi-family office based in the United States, specializing in advanced wealth planning and intelligent investment management for families with complex estate and asset management needs. The firm operates with a fiduciary approach, emphasizing cost reduction and tax efficiency.

Almanack Investment Partners, founded in 2015 and headquartered in Boston, Massachusetts, is a private investment firm specializing in private equity and credit strategies. The firm serves individuals, family offices, and institutional investors with a focus on balanced portfolio growth and risk management.

Almanack Family Office is a wealth management firm focused on serving individuals and institutions, with a diverse investment strategy that encompasses advanced risk management and alternative investments. Though details about specific asset classes or sectors were not disclosed, the firm's approach aims to build balanced portfolios that prioritize growth alongside downside protection.

Alturus Capital is an innovative equity capital partner based in Dallas, Texas, focused on developing industry-leading lower middle-market companies through flexible, patient capital and committed partnerships. They emphasize integrity, accountability, and entrepreneurial drive, investing on behalf of a family office with a long-term growth approach.