Altfest Personal Wealth Management

Asset Manager SEC-registered adviser

Legal name: L.j. Altfest & Co., Inc.

New York, NY Website LinkedIn

AUM

$1.8B
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

$12.6M
Gross asset value

Employees

42

Last Form D raise

Feb 2025
Most recent fund filing

From SEC Form ADV filing (filed Mar 4, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

A
Andrew Altfest
President
Source: SEC Form ADV
K
Karen Altfest
Executive Vice President Client Relations
Source: SEC Form ADV
L
Lewis Altfest
Chief Executive Officer
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Altfest Alternative Value Fund I, LLCHedge Fund$12.6M$10.9M37Feb 2025Cool

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
110130
SEC file number
801-18320
CIK
712050

Sources