ALTITUDE CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- DES MOINES, Iowa
- CRD number
- 329366
- Registered since
- January 2, 2024
- Website
- altitudecm.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals78.38%
- HNWI21.62%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Altitude Capital Management LLC is an independent registered investment adviser focused on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, operating under a mix of percentage-of-AUM, hourly and fixed-fee billing. Altitude identifies as a traditional adviser rather than an active ESG investor and is structured as a limited liability company with individual ownership. Investment activity centers on pooled public funds and mutual funds as the primary means of implementing client portfolios, with a preference toward readily accessible, liquid strategies. The firm does not position itself as a capital allocator to private funds, and its advisory services emphasize tailored planning and discretionary management for non-institutional clients.
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
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities32%
- Cash & Cash Equivalents7%
Owners & executives
2 of 2Constance Craig-Mason
CEOCRD 5686460
MATTHEW ANDERSON
President and CEOCRD 2174026
Contacts
3 of 29WILLIAM AVERKAMP
Investment Advisor RepresentativeCRD 8264475
Mark Collier
Investment Advisor RepresentativeCRD 7735810
ANDRE HARRIELAL
Investment Advisor RepresentativeCRD 4259305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DES MOINES, IA
POLK
Location
DES MOINES, IA
Headquartered in DES MOINES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- POLK
- Address
- 2015 Grand Ave
- Time zone
- CT (UTC-6)
- Office locations
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