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MFWire: Altegris Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Altegris Mutual Funds
1200 Prospect Street
Suite 400
La Jolla, CA  92037
Google Maps

Contact
Main Phone: 800-828-5225
Web Site: www.altegrismutualfunds.com

Mutual Fund Brand(s)
Altegris Funds

Research Links
  • SEC Fund Filings by CIK Series

  • Background:
    On February 8, 2018, Altegris unveiled a deal to merge into an alternative investment technology company, Artivest.

    Altegris Advisors entered the mutual fund business in September 2010 with the launch of the Altegris Managed Futures Strategy Fund. The California firm rolled out the Macro Strategy Fund in July 2011.

    In 2010, Genworth Financial acquired the Altegris Companies.

    Altegris has a suite of alternative investment solutions for financial professionals and individuals. Their leading research and investment groups is focused solely on alternatives and follows a process for identifying, evaluating, selecting and monitoring investments across an array of alternative strategies. Altegris has a singular focus on alternatives.
    Altegris Mutual Funds logo

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    Key People:
    Marty Beaulieu
    Executive Chairman, Artivest
    Matt Osborne
    Founder and Chief Investment Officer, Altegris Advisors
    Lara Magnusen
    Portfolio Strategist, PM, Altegris Advisors
    Eric Bundonis
    Altegris Advisors
    Kirk Strawn
    Senior Vice President, National Director of Intermediary Sales, Altegris Investments
    Beth Strong
    Altegris Advisors
    Christine Zou
    Financial Principal, Controller, and Treasurer, Altegris Advisors
    Mandie Forman Sklansky
    Altegris Advisors
    Cynthia Aragon
    Chief Compliance Officer, Altegris Advisors
    Andrea Trachtenberg
    Senior Vice President, Chief Marketing Officer, Altegris Investments
    Story Archive for Altegris Mutual Funds
    Published On Story Headline Publication
    2/22/2022 A November Launch Dominates In January MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    4/18/2019 Micro Fund Firms' Flows Share Septuples MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    11/23/2018 An ETF-In-a-Box Shop Takes the Lead MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/9/2018 Through a Transformative Shift, an Alts Tech Company Enters the Mutual Fund Biz MFWire.com
    2/8/2018 Altegris Merges Into a Tech Ally MFWire.com
    10/23/2017 Week In Preview - October 23-29 MFWire.com
    8/3/2017 PE Doubles Down on a Liquid Alts Shop MFWire.com
    7/18/2017 Follow the Fundsters - July 18, 2017 MFWire.com
    7/13/2017 Post-Strategic Review, Beaulieu Brings Three Senior Execs to Altegris MFWire.com
    6/1/2017 The New Fund Fuss - June 1, 2017 MFWire.com
    5/25/2017 The New Fund Fuss - May 25, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    1/20/2017 Filings for Fundsters - January 20, 2017 MFWire.com
    12/30/2016 In Memoriam 2016 MFWire.com
    12/14/2016 Mutual Fund Milestones - December 14, 2016 MFWire.com
    11/18/2016 Filings for Fundsters - November 18, 2016 MFWire.com
    11/11/2016 Follow the Fundsters - November 11, 2016 MFWire.com
    11/10/2016 Altegris' Chief Passes Away MFWire.com
    11/7/2016 Altegris Finds a Banker MFWire.com
    10/31/2016 Who Will Buy This $2B Liquid Alts Shop? MFWire.com
    8/26/2016 Filings for Fundsters - August 26, 2016 MFWire.com
    7/5/2016 Former BlackRock Manager is the New Altegris Chairman MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    2/4/2014 Shop Serves Up Single Alts to Connoisseurs MFWire.com
    11/25/2013 CNBC Provides Alts 101 to Investment Civilians MFWire.com
    11/15/2013 Altegris Shifts to High Gear MFWire.com
    11/7/2013 Genworth's TAMP Rebrands, But With an Old Name MFWire.com
    10/28/2013 Altegris Launches a Fix Income Alt MFWire.com
    9/11/2013 Altegris' Sundt Strategizes with Two New Hires and More to Come MFWire.com
    5/24/2013 Stork and Reaper for the Week of May 24, 2013 MFWire.com
    4/3/2013 An Alts Firm Charts Its Own Course Thanks to PE MFWire.com
    3/12/2013 Cartoon Series Brings Out the Fun in Alternatives MFWire.com
    1/24/2013 An Alt Shop Preps 10-City Education Initiative MFWire.com
    1/7/2013 Active Bond ETFs, EM Bond Funds and Low-Volatility-Stock ETFs are Hot MFWire.com
    12/21/2012 An Alts Shop is Hiring in San Diego MFWire.com
    12/3/2012 Altegris Invests in the Advisor Channel MFWire.com
    10/3/2012 Alt Wholesaler Wanted in Sunny SoCal MFWire.com
    9/28/2012 Stork and Reaper for September 28, 2012 MFWire.com
    9/27/2012 Altegris Nabs a Guggenheim Sales Vet MFWire.com
    5/22/2012 Alts Mutual Fund PMs Woo Reporters MFWire.com
    2/2/2012 Altegris Takes Advisors to Alt Academy MFWire.com
    11/3/2011 Altegris' New Fund Features DoubleLine Strategies MFWire.com
    10/26/2011 Altegris Raises a Billion in Alt Fund Assets MFWire.com
    7/12/2011 Altegris Makes a Global Macro Offering MFWire.com
    10/19/2010 A Recent Entrant to the Mutual Fund Biz is Changing Hands MFWire.com
    9/14/2010 Altegris Enters the Mutual Fund Biz MFWire.com
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