SourcingSourcing

ALTAROCK PARTNERS LP

C29
CRD 161005·SEC 801-80529·WEST PALM BEACH, FL
AUM
$5.66B
$1B+
Est. Revenue
$56.6M
@ 1% on AUM
Est. EBITDA
$17.0M
@ 30% margin
Est. Deal Value
$135.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALTAROCK PARTNERS LP
CRD
161005
SEC file #
801-80529
EIN
000000000
DBA names
—

Economics

AUM
$5.66B
AUM band
$1B+
AUM trajectory
'20'26
$1.21B → $5.66B▲ +370%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
altarockpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MASSEY, MARK, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MASSEY, MARK, THOMAS
BIG MOUND PARTNERS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ALTAROCKPARTNERS.COM
Rdap Domain Creation Date
2002-02-14T22:24:21Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001172921
Edgar Registered
Yes
Edgar Filing Count
27
Edgar First Filing Date
2002-04-26
Edgar Last Filing Date
2026-01-09
Edgar Form D Count
24
Edgar Form D Offerings
2026-01-092026-01-09 · 0000919574-26-000159
2025-01-102025-01-10 · 0000919574-25-000266

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
205 DATURA STREETSUITE 410WEST PALM BEACH, FL 33401
Business
205 DATURA STREETSUITE 410WEST PALM BEACH, FL 33401
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-01-09 · 0000919574-26-000159
D/A2025-01-10 · 0000919574-25-000266
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-14T22:24:21Z
Rdap Domain Last Changed
2026-03-03T17:11:53Z
Rdap Nameservers
Ns07.domaincontrol.comNs08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6035921
Trust Company Affiliate
No

People (2)

2
MASSEY, MARK, THOMAS
Direct Owner · 87.5%
6035921
CABOT, SHANNON, THERIAULT
Executive Officer · 2.5%
6412767