Investment adviser · CRD 339811

ALTA ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Sep 26, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
50
Reported in this filing
Advisory professionals
13
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 26, 2026. View historical filings

Reported services

Business portfolio management

Compensation

Percentage of assets

Principal office

437 MADISON AVENUE; 26TH FLOOR
NEW YORK, NY, 10022, United States

CRD 339811

Filing source

Form ADV 2135021 · Sep 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.