Altarock Partners Lp

AltaRock Partners LP is a financial advisor firm based in West Palm Beach, Florida, established in 2023. The firm provides portfolio management and investment advisory services to private pooled investment vehicles exempt from registration under the Investment Company Act of 1940. The primary investment objective is long-term capital growth through investments in undervalued equity securities. AltaRock's investment philosophy focuses on thorough analysis of businesses and sustainable competitive advantages. The firm manages approximately $5.4 billion in advisory assets on a discretionary basis as of December 31, 2024. For compensation, investors are typically charged a 1% annual management fee and a 10% performance allocation on net gains. AltaRock may receive research or brokerage services from broker-dealers in connection with client transactions. The firm does not participate in wrap fee programs and does not accept compensation for the sale of securities. AltaRock has a Code of Ethics in place, including personal trading policies, to ensure compliance with fiduciary obligations and securities laws. Investing with AltaRock involves risks such as limited information, economic conditions, lack of diversification, and leverage. The firm addresses potential conflicts of interest through trade allocation procedures and periodic reviews of brokerage relationships. AltaRock has custody of client assets and exercises investment discretion. The firm votes on proxy statements and maintains records of proxy voting activities. There are no reportable legal or disciplinary events related to AltaRock or its personnel.