ALTA EQUITY PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CONCORD, Massachusetts
CRD number
162064
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Alta Equity Partners, LLC is a corporate investment adviser that has been SEC-registered since 2012. The firm operates primarily as an investment sponsor and general partner, serving as managing member of pooled investment vehicles rather than running a traditional advisory business with retail or institutional advisory accounts. It is classified as unclassified on regulator filings, is not a multi-state adviser, and does not identify as an active ESG investor. The firm's activity profile points to manager-led private vehicles and sponsor roles rather than standalone advisory relationships or broad capital allocation services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • JESSICA REED

    PartnerCRD 5087515

  • TIMOTHY DIBBLE

    PartnerCRD 6041112

  • PHILIP THOMPSON

    PartnerCRD 2404841

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CONCORD, MA

MIDDLESEX

Location

CONCORD, MA

Headquartered in CONCORD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
30 Monument Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth