Transactions


a portfolio company of

a portfolio company of

has merged with

has merged with

a portfolio company of

a portfolio company of

Financial advisor to Altegris

Financial advisor to Altegris

June 2018

Freeman & Co. Advises on Transformational FinTech Merger between Altegris and Artivest
Date
June 2018
Industry
Asset Management, Financial Technology, Private Equity
Transaction
Sell-Side M&A

Artivest, a financial technology firm based in New York, and Altegris, an alternative investment manager based in San Diego, today announced the successful closing of their merger

The merged company, named Artivest, is headquartered in New York and California. Artivest serves over 10,000 clients worldwide, with approximately $3 billion of asset flows, $2.5 billion of which are alternative assets under management. Artivest's digital alternative investment platform is a fully-encrypted online marketplace for qualified investors and financial advisors seeking access to world-class private equity, hedge fund, real assets and managed futures strategies, among others.

The Altegris family of private and public alternative funds retains the Altegris name, as previously announced, and will operate as the asset management division of Artivest.

Artivest remains privately held by its employees and a leading set of outside investors, led by Aquiline Capital Partners, Genstar Capital, KKR, and Thiel Capital.

Freeman & Co. acted as financial advisor to Altegris and its private equity shareholders, Aquiline Capital Partners and Genstar Capital.