|
⚲
|
| Alta Capital Management LLC
✚
|
|
|---|---|
| CRD # | 106786 |
| SEC # | 801-50778 |
| CIK # | 0001093589 |
| AUM | $1.7 BB (2024-07-30) |
| Employees | 28 (64% Investors, 21% Brokers) |
| Phone | 801-274-6010 |
| Address | 6440 South Wasatch Blvd Salt Lake City, UT 84121 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| GOOGL | 1,475.1 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| ADBE | 172.8 | 0.1 | |
| UNH | 477.0 | 0.1 | |
| TJX | 67.3 | 0.1 | |
| MA | 309.6 | 0.1 | |
| BKNG | 74.7 | 0.0 | |
| APH | 38.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 982 | 0.4 |
| (b) Individuals (high net worth individuals) | 281 | 0.6 |
| (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 | 3 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 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 | 83 | 0.3 |
| (n) Other | 25 | 0.1 |
| Total | 1,396 | 1.7 |
| By Discretionary | ||
| Discretionary | 1,396 | 1.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,396 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.7 | |
| Total | 1,396 | 1.7 |
| Limited Partners | 2011 - 2024 |
|---|---|
| California State Teachers' Retirement System |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001093589] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Relyea Zuckerberg Hanson LLC
✚
|
CT | 1.7 |
|
United Asset Strategies Inc
✚
|
NY | 1.7 |
|
Catalytic Wealth RIA LLC
✚
|
MA | 1.7 |
|
Grant TANI Barash & Altman LLC
✚
|
CA | 1.7 |
|
Warwick Investment Management Inc
✚
|
TX | 1.7 |
|
Smith Moore & Co
✚
|
MO | 1.7 |
|
Doyenne Wealth Advisors LLC
✚
|
IL | 1.7 |
|
Institutional and Family Asset Management LLC
✚
|
CO | 1.7 |
|
The Wealth Alliance LLC
✚
|
NY | 1.7 |
|
Heritage Investment Group Inc
✚
|
FL | 1.7 |