Alta Capital Management LLC is a large advisory firm based in Salt Lake City. It manages $1.7 billion of regulatory assets for 2,591 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Alta Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Alta Capital Management LLC is $1.7 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 711% since the beginning of its operation, and $17.11 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Alta Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Alta Capital Management is individuals with 2,192 clients and $516.61 million of assets under management. Among the 8 most similar advisory firms, Alta Capital Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.67 billion for 2,578 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Alta Capital Management doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 68 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Alta Capital Management LLC performs its advisory services is located at 6440 South Wasatch Blvd, Salt Lake City, UT 84121, which is also the mailing address of the firm. An additional office of the firm is in Portsmouth, NH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 801-274-6010 or by fax 801-274-8061. The normal business hours are 7:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at altacapital.com.