Altegris Merges With Artivest

Feb 8 2018 | 5:15pm ET

Altegris and Artivest announced today that they plan to merge under the name Artivest, pending customary corporate and regulatory conditions to closing.

The merged company will serve more than $3 billion in investor capital and become 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, according to a press release.

“This integration will create the solutions-driven marketplace our clients want,” James Waldinger, CEO and founder of Artivest, said in a statement. “Altegris will expand our investment, operations, and distribution capabilities, immediately amplifying the power of our technology.”

“By combining Altegris with Artivest into one forward-thinking firm, we are making a long-term commitment to alternative investment innovation,” Martin Beaulieu, executive chairman and CEO of Altegris, commented on the merger in a statement.

Artivest offers technology-driven investment platforms for fund managers, wealth managers, and independent advisors. The platforms connect suitable investors with private equity and hedge funds. Artivest’s offices are in the New York City.

Altegris is an alternative investment research and management firm, with expertise in alternative manager selection, structuring unique solutions, and providing portfolio management and oversight. The firm is based in La Jolla, California.

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