# ALTIUM INVESTMENT STRATEGIES LLC

ALTIUM INVESTMENT STRATEGIES LLC of WESLEY CHAPEL, FL is an SEC-registered investment adviser.

## Registration

- CRD: 333950
- Type: SEC-registered investment adviser
- SEC file number: 801-131829
- Location: 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL, 33544
- Phone: 813-215-7783
- Latest filing: 2026-03-30
- Regulatory AUM: $517.7M
- Discretionary AUM: $517.7M
- Clients: 8
- Accounts: 2

## Business model

- Compensation: % of AUM
- Clients served: Pooled vehicles

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| [Paul James O'Grady](https://search.stillhousedata.com/person/672059) | OWNER | — |
| [Konstantinos Gotsis](https://search.stillhousedata.com/person/672060) | OWNER | — |
| [Robert Vincenzo Leone](https://search.stillhousedata.com/person/672061) | OWNER | — |
| [Edwin Duane Mercer](https://search.stillhousedata.com/person/672062) | CHIEF FINANCIAL OFFICER | — |
| [Gregg Arthur Guinta](https://search.stillhousedata.com/person/672063) | COO | — |
| [Derek Allen Wilkes](https://search.stillhousedata.com/person/672064) | CHIEF COMPLIANCE OFFICER | — |
| [Patrick Eugene Harris](https://search.stillhousedata.com/person/697087) | CHIEF COMPLIANCE OFFICER | — |
| [HARRIS EUGENE](https://search.stillhousedata.com/person/792613) | CHIEF COMPLIANCE OFFICER | — |
| [LEONE ROBERT VINCENZO](https://search.stillhousedata.com/person/847635) | OWNER | — |
| [GOTSIS KONSTANTINOS](https://search.stillhousedata.com/person/847637) | OWNER | — |
| [O'GRADY PAUL JAMES](https://search.stillhousedata.com/person/847638) | OWNER | — |
| [MERCER EDWIN DUANE](https://search.stillhousedata.com/person/885237) | CHIEF FINANCIAL OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333950/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333950/similar
- Related entities: https://search.stillhousedata.com/firm/333950/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333950

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.