ALTMAN ADVISORS, INC.

HTTP://WWW.ALTMANADVISORS.COM CHICAGO, IL Investment Advisor How do I update this listing?

Altman Advisors is based out of Chicago. Altman Advisors is a large advisory firm with 149 clients and discretionary assets under management (AUM) of $276,195,818 (Form ADV from 2020-07-31). Their last reported 13F filing for Q3 2020 included $141,141,000 in managed 13F securities and a top 10 holdings concentration of 27.42%. Altman Advisors's largest holding is FT Cboe Vest U.S. Equity Deep Buffer ETF - February with shares held of 192,459. Whalewisdom has at least 13 13F filings

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09/30/2020

13F Activity

  • Market Value $141.141 Million
  • Prior Market Value $117.638 Million
  • New Purchases17 stocks
  • Additional Purchases46 stocks
  • Sold out of5 stocks
  • Reduced holdings in14 stocks
  • Top 10 Holdings % 27.42 %
  • Turnover % [1]:27.50%
  • Turnover Alt % [2]: 10.90 %
  • Time Held Top20:3.20 quarters
  • Time Held Top10:2.60 quarters
  • Time Held All:4.95 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16

Performance for Q3 2020: 5.41%
Performance Last 4 Quarters: 15.84%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ALTMAN ADVISORS
233 S WACKER DR., SUITE 9750
CHICAGO IL    60606
Country: United States

Business Phone: (312) 759-7810
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 6
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 276,196,000
Total Number of Clients: 149
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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ALTMAN ADVISORS, INC

ownership team - last updated 2020-07-31
Name Title Start Date Direct/Indirect % Ownership
ALTMAN, BENJAMIN, MARCUS CEO & CHIEF COMPLIANCE OFFICER 07/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOHENY ADVISORS LLC PRESIDENT & CHIEF EXECUTIVE OFFICER direct 2016-07-01
ALTMAN ADVISORS, INC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2016-07-01

ALTMAN ADVISORS, INC

ownership team - last updated 2020-06-16
Name Title Start Date Direct/Indirect % Ownership
ALTMAN, BENJAMIN, MARCUS CEO & CHIEF COMPLIANCE OFFICER 07/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOHENY ADVISORS LLC PRESIDENT & CHIEF EXECUTIVE OFFICER direct 2016-07-01
ALTMAN ADVISORS, INC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2016-07-01

ALTMAN ADVISORS, INC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

ALTMAN ADVISORS, INC

ownership team - last updated 2019-10-31
Name Title Start Date Direct/Indirect % Ownership
ALTMAN, BENJAMIN, MARCUS CEO & CHIEF COMPLIANCE OFFICER 07/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOHENY ADVISORS LLC PRESIDENT & CHIEF EXECUTIVE OFFICER direct 2016-07-01
ALTMAN ADVISORS, INC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2016-07-01

ALTMAN ADVISORS, INC

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
ALTMAN, BENJAMIN, MARCUS CEO & CHIEF COMPLIANCE OFFICER 07/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOHENY ADVISORS LLC PRESIDENT & CHIEF EXECUTIVE OFFICER direct 2016-07-01
ALTMAN ADVISORS, INC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2016-07-01

ALTMAN ADVISORS, INC

ownership team - last updated 2017-12-26
Name Title Start Date Direct/Indirect % Ownership
ALTMAN, BENJAMIN, MARCUS CEO & CHIEF COMPLIANCE OFFICER 07/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOHENY ADVISORS LLC PRESIDENT & CHIEF EXECUTIVE OFFICER direct 2016-07-01
ALTMAN ADVISORS, INC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2016-07-01

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