Investment adviser · CRD 320775
ALTA MANAGEMENT (NZ) LIMITED
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
WAIHEKE ISLAND, AUCKLAND, New Zealand · Form ADV filed Mar 27, 2025
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Mar 27, 2025. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
36 VINTAGE LANEWAIHEKE ISLAND, AUCKLAND, 1971, New Zealand
CRD 320775
Filing source
Form ADV 1970404 · Mar 27, 2025 · 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.