Artivest Offers Expanded Services on Alts Platform

A merger with Altegris helps Artivest spread its wings, offering new alternatives structuring and distribution services.

The firm will aid managers and advisors who want to develop proprietary alternative products — for example, a cannabis fund. (Photo: Thinkstock)

Now that Artivest — an alternatives investment platform — has completed its merger with alternative asset manager Altegris, it has expanded its services to include product structuring and distribution for asset and wealth managers.

Basically, the firm will aid managers and advisors who want to develop proprietary alternative products, for example, a cannabis fund, and then it will provide distribution and offer third party wholesaler services on its platform.

“Our mission is to optimize investor, advisor and enterprise access to premier alternative funds. These new offerings play a critical role in this undertaking,” said James Waldinger, founder and CEO of Artivest, in a statement.

The two areas, product structuring and fund distribution, provide diversification for Artivest.

Product structuring, which includes investment research, will be headed up by Matt Osborne, chief investment officer of Artivest, who previously was CIO and co-founder of Altegris.

Fund distribution will be done by a 35-person team who will “work interactively across major domestic channels to deliver alternative investment solutions to clients.”

Artivest is privately held by its employees as well as outside investors, including KKR, Thiel Capital, Genstar Capital and Aquiline Capital Partners.

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