| Owner | Title | From | %Ownership |
|---|---|---|---|
| Altfest, Lewis, Jay | Chief Executive Officer | 01/1985 | < 5% |
| Valentini, John, NMN | Chief Operations Officer and Chief Compliance Officer | 05/2010 | < 5% |
| Altfest, Andrew, Gamer | President | 03/2019 | 10-25% |
| Altfest, Karen, Caplan | Executive Vice President Client Relations | 01/1986 | < 5% |
| Altfest 2012 Family Trust | Owner | 12/2012 | > 75% |
| Altfest, Lewis, Jay | Chief Executive Officer | 12/2012 | > 75% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Altfest Personal Wealth Management | $1.56 bn | |
| Altfest Alternative Value Fund I, LLC | $11.57 mm | Hedge Fund |
| Arden Woods Real Estate, LLC | Hedge Fund |
