Alteris Capital Partners, LLC

EST. AUM
$139,530,282

CONTACTS
3

CLIENT ACCOUNTS
302

Firm Details

Metro area Houston
CRD Number 335079
Website alteriscp.com
Client types

Overview

Alteris Capital Partners, LLC is a registered investment advisory firm founded in 2025, co-owned by industry professionals Tom Kennedy, Sierra Elrod, and James Sivco. The firm provides comprehensive financial planning and asset management services tailored to meet a diverse range of client goals and investment philosophies. Operating with a fiduciary duty to act in clients’ best interests, Alteris Capital Partners delivers customized investment strategies through both proprietary and third-party managed platforms. Partnered with Commonwealth Financial Network, the firm offers access to a broad spectrum of investment products including equities, fixed income, mutual funds, exchange-traded products, annuities, and alternative investments. Alteris Capital Partners emphasizes personalized financial advice, integrating clients' life goals and risk tolerance into dynamic, goals-based planning and investment management services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Alteris Capital Partners, LLC

Platform Details

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