Altegris
- Company typePrivate
- Founded2002
- HeadquartersLa Jolla, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
Altegris firmographics
Firmographics- Name
- Altegris
- Legal name
- Altegris Investments
- Website
- https://altegris.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Closed
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Altegris industry classification
Industry- Product category
- Alternative Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI)
- akta.pro secondary industry
- Alternative Mutual Funds (Liquid Alts) (FSAAAEAH)
Keywords
Where Altegris is headquartered
LocationHeadquarters
- HQ city
- La Jolla
- HQ country
- United States
- HQ region
- North America
Markets served
Altegris business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Altegris product offering
Product offeringCore offering
Altegris was an investment management firm that offered pooled alternative investment products to advisors and institutional clients, including managed futures funds and an opportunistic real estate fund. The firm sourced, packaged, and distributed third-party and co-managed alternative strategies while providing fund operations, research, compliance, and governance. Following the 2026 wind-down, its fund vehicles were transitioned to Winton and LDR Capital Management.
Product overview
Altegris was an investment management firm that offered a suite of alternative investment products focused on futures trading and real estate strategies. The company operated as a multi-strategy platform providing access to managed futures and opportunistic real estate funds. Following its closure after more than 23 years of operation, the firm's remaining funds have transitioned to other managers: the Altegris Futures Evolution Strategy Fund became the Winton Managed Futures Trend Fund, the Altegris/AACA Opportunistic Real Estate Fund became the LDR Real Estate Value-Opportunity Fund, and the Altegris/Winton Managed Futures Fund LP was closed.
Differentiator
Problem solved
Functional benefit
Products and services
- Altegris Futures Evolution Strategy Fund Pooled managed futures fund providing trend-following and managed futures exposure to advisor and institutional clients; transitioned to Winton Managed Futures Trend Fund following Altegris's 2026 closure.
- Altegris/AACA Opportunistic Real Estate Fund Pooled opportunistic real estate fund providing alternative real estate exposure to advisor and institutional clients; transitioned to LDR Real Estate Value-Opportunity Fund following Altegris's 2026 closure.
- Altegris/Winton Managed Futures Fund LP Limited partnership co-managed with Winton providing managed futures exposure to qualified investors; closed following Altegris's 2026 wind-down, with final investor statements and tax information served through the NAV Portal.
Companies that use Altegris
Customer profileIdeal customer profiles1 record
Altegris technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Altegris partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- WintonminorAltegris Futures Evolution Strategy Fund has been transitioned to Winton and is now known as Winton Managed Futures Trend Fund. This represents a fund restructuring/transition arrangement as part of Altegris wind-down.
- LDR Capital ManagementminorAltegris/AACA Opportunistic Real Estate Fund has been transitioned to LDR Capital Management and is now known as LDR Real Estate Value-Opportunity Fund. This represents a fund restructuring/transition arrangement as part of Altegris wind-down.
Scale indicators1 record
Recent moves6 records
Altegris competitors and assessment
Company assessmentBroad incumbents
- Man Group: Global, publicly listed alternatives and investment management platform with a strong managed futures franchise (AHL) and multi-strategy product set. Comparable to Altegris as a large-scale provider of alternative investment products distributed to private wealth and institutional clients.
- AQR Capital Management: Large multi-strategy alternatives manager offering managed futures, real estate, and other alternative strategies to institutional and high-net-worth investors. Comparable in that it offers the same kind of alternative-investment access platform that Altegris curated, but at materially greater scale.
Emerging players
- iCapital Network: Fintech-driven platform providing advisors and HNW investors with access to private equity, private credit, hedge funds, and structured alternatives. Comparable in function to Altegris (curated alternatives access for private wealth), though delivered through a more technology-led model.
- Altegris / AV5 Funds: New firm being built by Altegris co-founder Matt Osborne. Included because it is the direct successor vehicle carrying forward the founder's expertise; comparable as a next-generation alternative-investment manager emerging from the Altegris platform.
Direct peers
- CAIS: Alternatives platform that curates and distributes hedge funds, private credit, private real estate, and structured products to RIAs and wealth advisors. Closely comparable in business model to Altegris as a curated, multi-manager alternative-investments distribution platform for private wealth.
- Winton Group: Large global managed futures and systematic alternatives manager. Directly comparable because Winton was Altegris's sub-advisor on the Futures Evolution Strategy Fund and has taken over that product (now Winton Managed Futures Trend Fund).
- K2 Advisors: Multi-manager hedge fund and alternatives platform affiliated with Franklin Templeton. Comparable to Altegris as a packaged-alternatives platform that aggregates sub-advisor strategies (including managed futures) into fund-of-fund-style products for private wealth distribution.
- LDR Capital Management: Real estate-focused alternative investment manager. Directly comparable because LDR has taken over the Altegris/AACA Opportunistic Real Estate Fund (now LDR Real Estate Value-Opportunity Fund) and is the successor manager on Altegris's opportunistic real estate product.
- Aspect Capital: Specialist managed futures / systematic trend-following manager. Comparable to Altegris's managed futures product line as a focused CTA whose strategies are commonly distributed through alternative-investment platforms to private wealth clients.
- Campbell & Company: Long-standing managed futures and global macro manager. Directly comparable to Altegris's futures offerings as a multi-advisor platform that packages systematic trend and discretionary macro strategies for distribution through alternative-investment channels.
Market position
Weaknesses2 records
Competitive moat2 records
Key risks4 records
Key highlights3 records
Customer concentration
Altegris social profiles
Digital presenceAltegris financial estimates
Financial estimateRevenue estimate
Valuation estimate
Altegris leadership team
Management profileNumber of profiles
Altegris funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Altegris 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 Altegris
What does Altegris do?
Altegris was an investment management firm that offered pooled alternative investment products to advisors and institutional clients, including managed futures funds and an opportunistic real estate fund. The firm sourced, packaged, and distributed third-party and co-managed alternative strategies while providing fund operations, research, compliance, and governance. Following the 2026 wind-down, its fund vehicles were transitioned to Winton and LDR Capital Management.
Is Altegris a public or private company?
Altegris is a private company. It is classified as founder individual operated bootstrapped and is currently closed.
When was Altegris founded?
Altegris was founded in 2002. It employs 101 to 250 people.
Where is Altegris based?
Altegris is headquartered in La Jolla, United States, in the North America region.
Who are Altegris's main competitors?
Broad incumbents on record are Man Group and AQR Capital Management. Emerging players are iCapital Network and Altegris / AV5 Funds. Direct peers are CAIS, Winton Group, K2 Advisors, LDR Capital Management, Aspect Capital and Campbell & Company.
Does Altegris have an API?
No public API is recorded for Altegris.
What industry is Altegris in?
Altegris's product category is Alternative Investment Management. Its primary akta.pro industry code is FSAAABAI, Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit), with a secondary code of FSAAAEAH, Alternative Mutual Funds (Liquid Alts). Its NAICS code is 523940 and its SIC code is 6282.