Donald Sorota is not listed as a control person, but directly owns between 10% and 25% of Altair Advisers. Donald Sorota holds a B.S. in Accounting from DePaul University.
Altair Advisers is an investment adviser based in Chicago, IL, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, investment companies and charitable organizations. Its regulatory assets under management total $9.76 billion, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
Donald J. Sorota is Managing Director of Altair Advisers. A founding partner, he serves as lead consultant on client engagements and is a member of the Investment Committee. He served as Altair’s Finance Director for the first three years and has provided investment management and financial planning since 1996. Before forming Altair, he was a manager in Arthur Andersen’s Private Client Services practice.
Professional designations
Listed by Altair Advisers
- CERTIFIED FINANCIAL PLANNER™ certificant
- Certified Public Accountant
- CRD
- 3024218
- Firm
- Altair Advisers · CRD 120642
- Role
- Member, Managing Director
- In role since
- January 2011 · 15 years
- Control person
- Not listed
- Direct ownership
- 10% to 25%
- Firm headquarters
- Chicago, IL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- altairadvisers.com
Where does Donald Sorota work?
Donald Sorota has been Member, Managing Director of Altair Advisers, LLC since January 2011.
Is Donald Sorota a CFP?
Altair Advisers lists Donald Sorota with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ certificant”) on its website. CFP Board confirms certification status.
How can I verify Donald Sorota’s record?
Donald Sorota’s role is listed on Altair Advisers, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 120642.
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
David LinMember, Managing Director Head of Research and Due Diligence
Bryan MalisMember, Managing Director
Rachael MangoubiMember, Managing Director
Michael MurrayMember, Managing Director
Anna NicholsMember, Managing Director- Steven WeinsteinChairman