David Lin has been Member, Managing Director Head of Research and Due Diligence of Altair Advisers since December 2021, is not listed as a control person, but directly owns under 5% of the firm. David Lin holds a B.A. in Finance from the University of Illinois at Urbana-Champaign.
Altair Advisers, LLC is a Chicago, IL firm with $9.76B under management, 1,016 clients and 34 advisers in one office, as of its March 2026 filing.
David J. Lin is Managing Director and Head of Investment Research of Altair Advisers. He is responsible for leading the research team’s manager due diligence efforts and guiding the firm’s investment strategy with the Chief Investment Officer. He also serves on the Investment Committee. Prior to joining Altair, he held various positions at William Blair, where he began in 2004 as a sell-side equity research analyst and became Chief Investment Officer of the Grant Private Client Group in 2014.
- William Blair & Company L.L.C.– · 8 yearsChicago, IL · Adviser representative · Firm CRD 1252
Professional designations
Listed by Altair Advisers
- Chartered Financial Analyst®
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 July 2008 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 14 February 2005 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 22 December 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 2004 |
| Series 7 | General Securities Representative Examination | 15 October 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David John Lin
- CRD
- 4811438
- Firm
- Altair Advisers · CRD 120642
- Role
- Member, Managing Director Head of Research and Due Diligence
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- altairadvisers.com
Where does David Lin work?
David Lin has been Member, Managing Director Head of Research and Due Diligence of Altair Advisers, LLC since December 2021.
Does David Lin have a current investment-adviser registration?
David Lin has no current investment-adviser or broker registration.
What exams has David Lin passed?
David Lin has passed 5 licensing exams: the Series 7, Series 63, Series 86, Series 87 and Series 65. The earliest, the Series 7, was passed in October 2004. FINRA credited David Lin with the SIE, which began in October 2018.
Where was David Lin previously registered as an investment adviser?
David Lin has past investment-adviser registrations through William Blair & Company L.L.C., July 2008 to June 2017, across 1 firm.
Is David Lin registered with FINRA?
No. David Lin has no current broker registration.
Is David Lin a CFA charterholder?
Altair Advisers lists David Lin with the CFA credential (“Chartered Financial Analyst®”) on its website. CFA Institute confirms certification status.
How can I verify David Lin’s record?
Search CRD 4811438 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Lin’s full registration record.
Rebekah KohmescherMember, Chief Executive Officer and Chief Compliance Officer
Browne ClaireDirector of Compliance
Allison DilibertoMember, Managing Director
Timothy FrenchMember, Managing Director, Chief Client Officer
Jason LaurieMember, Managing Director, Chief Investment Officer
Bryan MalisMember, Managing Director
Rachael MangoubiMember, Managing Director
Michael MurrayMember, Managing Director
Anna NicholsMember, Managing Director
Donald SorotaMember, Managing Director- Steven WeinsteinChairman