Altum Group
Altum Group provides integrated fund administration, corporate and capital-markets, family office, and regulatory services to alternative asset managers, corporations, and ultra-high-net-worth families across six jurisdictions in Europe and South Africa.
- Company typePrivate
- Founded2000
- HeadquartersSt. Helier
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Altum Group does
Altum Group is a privately held, Jersey-headquartered provider of integrated fund-administration, corporate, capital-markets, and family-office services, serving alternative asset managers (private equity, real estate, private debt, infrastructure, capital markets), corporate and capital-markets clients, and ultra-high-net-worth families. Founded in 2000 and majority-owned by management with minority equity backing from Tenzing, the firm operates from six in-person jurisdictions — Jersey, Guernsey, Luxembourg, the United Kingdom (London), Ireland (Dublin), and South Africa (Cape Town) — and reported Assets Under Administration of $73 billion as of 2026, a tripling over prior levels. The firm services institutional investors, sovereign wealth funds, pension funds, private equity sponsors, multi-family offices, and complex corporate groups requiring cross-border governance and regulatory oversight.
The technology stack centres on Altum Pulse, a proprietary in-house client portal that provides interactive dashboards for P&L, real-time fee-accrual tracking, investment-commitment visibility, cash-flow forecasting, and end-to-end workflow management. Altum Pulse is layered on third-party systems including Allvue (fund accounting and NAV), NavOne (investment monitoring), KYC360 (onboarding and AML), Yardi (real estate), Caseware (working papers and reporting), and DocuSign (electronic signatures), with supporting infrastructure on Microsoft 365, Mimecast/Tessian, Cloudflare, and FlippingBook. Automation exists in KYC/AML checks, bank-transaction reconciliation, and straight-through trade matching/settlement, but is rule-based rather than AI/ML-driven. Governance is institutionalised through SOC 1 Type II and ISAE 3402 Type II accreditations (announced April 2026) and UN Global Compact/IOD Diversity & Inclusion Charter signatory status.
Revenue is generated via bespoke, fee-based professional-services agreements with corporate clients and recurring fund-administration subscriptions with fund managers and institutional investors; pricing is quote-based, not publicly disclosed, and tied to asset class, transaction volume, structural complexity, and engagement scope, with multi-year contracts typical. Distribution runs on a director-led, relationship-driven B2B sales motion supported by industry-event participation (UKREiiF, Guernsey Funds Forum, Jersey Finance), thought-leadership content, email/newsletter outreach, and awards-engineering (The Drawdown Awards, Citywealth Powerwomen). The firm has executed two recent acquisitions (Link Fund Solutions Luxembourg in 2024 and Elysium Fund Management Guernsey in 2025), obtained UK FCA permissions in 2025, and launched Loan Agency Services with a dedicated Head of Loan Agency appointed in April 2026.
Altum Group firmographics
Firmographics- Name
- Altum Group
- Legal name
- Altum Trustees Limited
- Website
- https://altumgroup.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Altum Group provides integrated fund administration, corporate and capital-markets, family office, and regulatory services to alternative asset managers, corporations, and ultra-high-net-worth families across six jurisdictions in Europe and South Africa.
- Ownership category
- akta.pro rank
Altum Group industry classification
Industry- Product category
- Fund Administration and Corporate Services
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)
- akta.pro secondary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
Keywords
Where Altum Group is headquartered
LocationHeadquarters
- HQ city
- St. Helier
Offices6 records
Markets served
Altum Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales
Revenue model
- Fund Administration Services: Comprehensive fund administration services for alternative assets including private equity, real estate, private debt, and capital markets. Revenue generated through fees charged to fund managers and institutional investors for administration, accounting, NAV calculations, and reporting services.
- Corporate & Capital Markets Services: Corporate secretarial, SPV administration, transaction management, and capital markets services. Revenue model based on service agreements with corporate clients and financial institutions.
- Family Office Services: Comprehensive family office services including trust administration, company management, foundation services, and consolidated reporting for high-net-worth families.
- Regulatory & Tax Services: Compliance, regulatory reporting, and tax services. Fees based on complexity of regulatory requirements and scope of services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Bespoke service agreements tailored to client requirements |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels5 records
Altum Group product offering
Product offeringCore offering
Altum Group provides fund administration, corporate and capital markets administration, family office services, and regulatory and tax services to alternative asset managers, institutional investors, corporate clients, and high-net-worth families. Offerings include fund accounting, NAV calculations, investor reporting, transfer agency, SPV administration, transaction management, trust and foundation administration, depositary services, AIFM services, and FATCA/CRS and ESG compliance support, delivered alongside a proprietary client portal (Altum Pulse).
Product overview
Altum Group provides a unified platform of integrated fund administration, corporate services, and family office solutions for private markets. The core offering consists of Fund Services (covering fund accounting, NAV calculations, investor reporting, and transfer agency), Corporate & Capital Markets (SPV administration, transaction management, capital markets services), Family Office Services (trust administration, foundations, consolidated reporting), and Regulatory & Tax Services. These are supported by the proprietary Altum Pulse client portal providing real-time dashboards and reporting, alongside the Investor Portal for investor self-service. The technology stack integrates with Allvue (accounting), KYC360 (onboarding), NavOne (investment monitoring), Yardi (real estate), Caseware (financial reporting), and DocuSign (document signing).
Differentiator
Problem solved
Functional benefit
Brands
- Altum Pulse: Proprietary in-house technology platform providing interactive client dashboards, real-time fee accrual tracking, debtor dashboards for investment commitments, cash flow forecasting, and end-to-end workflow management.
Products and services
- Altum Pulse Proprietary in-house client portal platform providing transparent real-time visibility across operational activity and financial performance for fund administration and corporate services clients, with interactive dashboards for P&L reports, fee accrual tracking, debtor dashboards for investment commitments, cash flow forecasting, and end-to-end workflow management.
- Investor Portal Web-based portal for investors to access fund information, reports, and investment documentation from alternative investment funds administered by Altum Group.
- Fund Services End-to-end fund administration covering fund accounting, NAV calculations, investor reporting, transfer agency, and regulatory compliance for alternative investment funds including private equity, real estate, private debt, and capital markets.
- Corporate & Capital Markets Structured corporate solutions for stand-alone entities and multi-entity groups, including SPV administration, transaction management, corporate secretarial, capital markets, and listing services for complex transaction structures.
- Family Office Services Private client services for ultra-high-net-worth families including trust administration, trustee services, foundation management, company administration, and consolidated family office reporting across multiple structures.
- Regulatory & Tax Services Expert guidance on regulatory compliance and tax matters including ESG/SFDR reporting, FATCA/CRS compliance, and assistance with navigating complex capital market transactions across multiple jurisdictions.
- Private Equity Services Fund launch to distribution services for private equity funds including fund accounting, NAV calculations, LP reporting, waterfall and carried interest calculations, and compliance roles.
- Private Debt Services Investor onboarding, fund accounting, NAV calculations, transfer agency, fund formation, and SPV administration for private debt investment vehicles.
- Real Estate Services Transaction management and fund administration for real estate investments, including registered office, debt compliance, financial reporting in IFRS and local GAAPs.
- Capital Markets Services SPV incorporation and administration, transaction management, regulatory reporting, loan agency, and listing services for complex capital market transactions.
- Loan Agency Services Comprehensive administration and reporting for syndicated leveraged loans, including facility agent, security trustee, loan administration, and restructuring services.
- AIFM Services End-to-end third-party AIFM and Management Company solutions for Luxembourg and EU investment vehicles.
- Depositary Services Independent depositary solutions for navigating FCA regulatory requirements.
- Fund Operator Services FCA regulated fund operator requirements support.
- Corporate Services Governance, administration, and operational backbone services for corporate entities.
Quantifiable outcome
- Tripled assets under administration to $73 billion
- +2 more outcomes
Companies that use Altum Group
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles3 records
Altum Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
Feature4 records
Altum Group partnerships and signals
Strategic signalScale indicators4 records
Recent moves8 records
Expansion highlights6 records
Altum Group competitors and assessment
Company assessmentDirect peers
- Waystone: ManCo, AIFM, depositary, and fund governance specialist with strong Irish and Luxembourg presence, increasingly competing with Altum's ManCo/AIFM service line following recent hires and acquisitions.
- Maples Group: Cayman and Irish law-rooted firm expanding into fund administration and corporate services in Jersey, Guernsey, Luxembourg, and London — competes with Altum for alternative asset and capital markets mandates.
- Elian: Jersey-headquartered fund administration, corporate services, and private client firm with European reach; overlaps with Altum across alternative asset administration and family office services.
- Equiom: Crown Dependency-rooted corporate services, fund administration, and private client group with offices in Jersey, Guernsey, the UK, and other jurisdictions — directly comparable to Altum's mid-market fund and family office offering.
- IQ-EQ: Luxembourg-headquartered fund administration, depositary, AIFM, and corporate services group with strong presence across Jersey, Guernsey, Ireland, and the UK — a near-direct competitor to Altum in alternative asset administration.
- Ocorian: Jersey-headquartered competitor offering fund administration, corporate services, AIFM, depositary, and private client services across the same Crown Dependency and European jurisdictions as Altum.
Broad incumbents
- Apex Group: Largest independent fund administrator globally following the acquisition of Sanne Group. Direct overlap across fund administration, depositary, AIFM, corporate services, and family office in the same European and Crown Dependency jurisdictions.
- Citco: Global fund administration and corporate services firm with significant alternative assets and family office practices; competes for large PE, real estate, and HNW mandates in overlapping geographies.
- Vistra: Large corporate services and fund administration group operating across Jersey, Guernsey, Luxembourg, Ireland, the UK, and beyond — overlapping with Altum in fund, corporate, and private client services.
- TMF Group: Global provider of fund administration, corporate secretarial, SPV administration, and family office services with broad European footprint; competes directly with Altum in fund services and corporate/capital markets mandates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Altum Group social profiles
Digital presenceAltum Group compliance and trust
Trust signalCompliance4 records
Altum Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Altum Group leadership team
Management profileNumber of profiles
Profiles20 records
Altum Group subsidiaries and ownership
Company hierarchySubsidiaries2 records
Altum Group funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Altum Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Altum Group
What does Altum Group do?
Altum Group provides fund administration, corporate and capital markets administration, family office services, and regulatory and tax services to alternative asset managers, institutional investors, corporate clients, and high-net-worth families. Offerings include fund accounting, NAV calculations, investor reporting, transfer agency, SPV administration, transaction management, trust and foundation administration, depositary services, AIFM services, and FATCA/CRS and ESG compliance support, delivered alongside a proprietary client portal (Altum Pulse).
Is Altum Group a public or private company?
Altum Group is a private company. It is classified as management employee owned and is currently operating.
When was Altum Group founded?
Altum Group was founded in 2000. It employs 101 to 250 people.
Where is Altum Group based?
Altum Group is headquartered in St. Helier.
How does Altum Group make money?
Four revenue lines are on record. Fund Administration Services are the primary driver. The others are corporate & Capital Markets Services, family Office Services and regulatory & Tax Services.
Who are Altum Group's main competitors?
Direct peers on record are Waystone, Maples Group, Elian, Equiom, IQ-EQ and Ocorian. Broad incumbents are Apex Group, Citco, Vistra and TMF Group.
Does Altum Group have an API?
No public API is recorded for Altum Group.
What industry is Altum Group in?
Altum Group's product category is Fund Administration and Corporate Services. Its primary akta.pro industry code is FSAAAMAI, Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms), with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 52592 and its SIC code is 6282.