ALTA EQUITY PARTNERS, LLC
Firm details
- Headquarters
- CONCORD, Massachusetts
- CRD number
- 162064
- Registered since
- March 29, 2012
- Website
- www.altaequitypartners.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4JESSICA REED
PartnerCRD 5087515
TIMOTHY DIBBLE
PartnerCRD 6041112
PHILIP THOMPSON
PartnerCRD 2404841
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
GILDE HEALTHCARE PARTNERS US, INC.
Exempt Reporting AdvisorBOSTON, MA
G20 CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorCAMBRIDGE, MA
ESPLANADE CAPITAL LLC
Exempt Reporting AdvisorCHESTNUT HILL, MA
EXCEL VENTURE MANAGEMENT
Exempt Reporting AdvisorBOSTON, MA
WAVECREST MANAGEMENT COMPANY, LLC
Exempt Reporting AdvisorBOSTON, MA
RVP MANAGEMENT, LLC
Exempt Reporting AdvisorCAMBRIDGE, MA