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Portfolio > Alternative Investments

Altegris, Artivest Partnering to Expand Alts Distribution

By Danielle Andrus

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Altegris announced on Thursday that it is expanding access to its alternative investment funds for RIAs by partnering with tech platform Artivest.

Altegris will transfer $1 billion of its assets and more than 20 fund strategies to the Artivest platform. Altegris’ advisors and clients will gain access to online onboarding tools including online execution of subscription documents.

(Related: A Silver Lining of Compressed Fees: Alts Are Thriving)

The Artivest platform also provides advisors with marketing, monitoring and reporting tools for their existing and new investor base, and sales analytics.

“In this increasingly fragmented independent market, there is a need for an open marketplace to access premier alternative investment solutions,” Martin Beaulieu, CEO of Altegris, said in a statement. “We are joining forces with Artivest to bring greater scale to qualified investors and their advisors who are looking to access investment solutions from many of the leading alternative investment managers in the industry.”

James Waldinger, founder and CEO of Artivest, added, “Altegris has deep investment experience, expert manager selection, and an extensive network of leading alternative managers. We look forward to enhancing their offering with our technology to better serve advisors and their clients.”

In July, UBS announced that it invested an undisclosed amount in online alternatives platform iCapital. ICapital aims to democratize access to alternative investments for advisors serving high-net-worth investors.

UBS will also adopt iCapital’s technology in its private fund operations.

“We are excited to re-engineer our alternatives infrastructure and equip our financial advisors with the efficiencies, intelligence and controls of tech-enabled workflows,” Jerry Pascucci, managing director at UBS and head of alternative investments for Wealth Management Americas, said in a statement.

— Read Liquid Alts Had $3.2 Billion Net Inflows in Q2 on ThinkAdvisor. 

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