|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Alta Capital Management LLC
✚
|
|
|---|---|
| CRD # | 106786 |
| SEC # | 801-50778 |
| CIK # | 0001093589 |
| AUM | $1.8 B (2025-03-24) |
| Employees | 28 (64% Investors, 18% Brokers) |
| Phone | 801-274-6010 |
| Address | 6440 South Wasatch Blvd Salt Lake City, UT 84121 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amphenol Corp /DE/ | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Intuit Inc | 0.1 | ||
| Fiserv Inc | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 930 | 0.4 |
| (b) Individuals (high net worth individuals) | 300 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 24 | 0.2 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 80 | 0.4 |
| (n) Other | 25 | 0.1 |
| Total | 1,354 | 1.8 |
| By Discretionary | ||
| Discretionary | 1,354 | 1.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,354 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1.7 | |
| Total | 1,354 | 1.8 |
| Limited Partners | 2011 - 2025 |
|---|---|
| California Public Employees' Retirement System | |
| California State Teachers' Retirement System |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001093589] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Provise Management Group LLC
✚
|
FL | 1.8 |
|
FountainCap Research & Investment Hong Kong Co Limited
✚
|
1.8 | |
|
Financial Management Network Inc
✚
|
CA | 1.8 |
|
Octavia Wealth Advisors LLC
✚
|
OH | 1.8 |
|
Invst LLC
✚
|
IN | 1.8 |
|
Next Capital Management LLC
✚
|
NY | 1.8 |
|
Jderek Lewis & Associates Inc
✚
|
CA | 1.8 |
|
Carson Group Investing LLC
✚
|
NE | 1.8 |
|
Grant TANI Barash & Altman LLC
✚
|
CA | 1.8 |
|
Mitchell Sinkler & Starr Inc
✚
|
PA | 1.8 |