ALTA FUNDAMENTAL ADVISERS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 168642
- Registered since
- September 12, 2014
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans64.98%
- Pooled Investment Vehicles33.09%
- Insurance Companies1.93%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alta Fundamental Advisers LLC is an SEC-registered hedge fund adviser, formed in 2014 and organized as an LLC under individual ownership. The firm serves institutional clients and operates as a manager and sponsor of pooled vehicles: its registered activities include CPO/CTA responsibilities and portfolio management for pooled investment vehicles as well as for businesses and institutions. Alta acts in sponsor or general partner capacities and is identified as a managing member of pooled vehicles. Its fee model combines percentage-of-AUM and performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Non-Exchange Traded Equities18%
- Other10%
- Investment Grade Corp Bonds9%
- Non-Investment Grade Corp Bonds4%
Contacts
2 of 2SCOTT PRITCHARD
Director of Operations/ControllerCRD 5972335
JEREMY CARTON
Managing MemberCRD 3090021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 780 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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