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| Alta Capital Management LLC
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|---|---|
| CRD # | 106786 |
| SEC # | 801-50778 |
| CIK # | 0001093589 |
| AUM | 1,598.6 M (2026-06-26) |
| Employees | 19 (63% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 14 |
| Serves | Institutional, Retail |
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