Altegris and Artivest to Merge

Altegris, an alternative investment research and management firm, and Artivest, an alternative investment technology firm, announced their plan to merge under the name Artivest.

Pending customary corporate and regulatory conditions to closing, the joint 100-person team will service over $3 billion in client capital, becoming one of the largest independent alternative investment technology and solutions firm for wealth managers, fund managers, and independent advisors.

The combination will accelerate the work of both companies to provide individuals and institutions of all sizes efficient access to alternative investments.

Following the close of the deal, James Waldinger, CEO and Founder, Artivest, will serve as CEO, Martin Beaulieu, Executive Chairman and CEO of Altegris, will serve as Executive Chairman, while Matt Osborne, Founder and Chief Investment Officer (CIO) of Altegris, will continue as CIO overseeing investment research and management, including oversight of the Altegris family of funds, which will retain the Altegris name.

With offices in New York and San Diego, Artivest will remain privately held by employees and outside investors, led by Aquiline Capital Partners, Genstar Capital, KKR, and Thiel Capital.



Join the discussion