ALTA PARTNERS MANAGEMENT COMPANY, L.P.

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
JACKSON, Wyoming
CRD number
288423
Registered since
April 25, 2017

Firm profile

FINTRX

Overview

Alta Partners Management Company, L.P. is organized as a limited partnership and has been SEC-registered since 2017. The firm is owned privately (individual owner type) and is classified in the available data as unclassified. It does not present itself as a capital allocator to external managers; instead, its regulatory and activity footprint points toward operating as a sponsor/GP and managing member of pooled investment vehicles. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not associated with pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • LAURENCE RANDALL

    Chief Financial OfficerCRD 6308947

Contacts

3 of 3
  • ROBERT MORE

    Managing DirectorCRD 6787679

  • DANIEL JANNEY

    Managing PartnerCRD 2171660

  • PETER HUDSON

    Managing DirectorCRD 6787677

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JACKSON, WY

TETON

Location

JACKSON, WY

Headquartered in JACKSON, WY, in the West of the United States.

Region
West
County
TETON
Address
115 W Snow King Ave
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth