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⚲
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| Alta Capital Management LLC
✚
|
|
|---|---|
| CRD # | 106786 |
| SEC # | 801-50778 |
| CIK # | 0001093589 |
| AUM | $1.6 B (2026-06-26) |
| Employees | 19 (63% Investors, 0% Brokers) |
| Phone | 801-274-6010 |
| Address | 6440 South Wasatch Blvd Salt Lake City, UT 84121 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Amphenol Corp /DE/ | 0.0 | ||
| Apple Inc | 0.0 | ||
| TJX Companies Inc /DE/ | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 905 | 0.4 |
| (b) Individuals (high net worth individuals) | 288 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 22 | 0.2 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 64 | 0.3 |
| (n) Other | 20 | 0.0 |
| Total | 1,295 | 1.6 |
| By Discretionary | ||
| Discretionary | 1,295 | 1.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,295 | 1.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1.5 | |
| Total | 1,295 | 1.6 |
| Limited Partners | 2011 - 2026 |
|---|---|
| California Public Employees' Retirement System | |
| California State Teachers' Retirement System |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001093589] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NBT Capital Management Inc
✚
|
NY | 1.6 |
|
Bouchey Financial Group Ltd
✚
|
NY | 1.6 |
|
Tanager Wealth Management LLP
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|
1.6 | |
|
Linden Global Strategies LLC
✚
|
NY | 1.6 |
|
New Advisory Services LLC
✚
|
WI | 1.6 |
|
Naviter Wealth LLC
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|
AR | 1.6 |
|
FountainCap Research & Investment Hong Kong Co Limited
✚
|
1.6 | |
|
Tribridge Partners Financial LLC
✚
|
MD | 1.6 |
|
Tanglewood Wealth Management Inc
✚
|
TX | 1.6 |
|
Rollins Financial Advisors LLC
✚
|
GA | 1.6 |