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Alta Fundamental Advisers LLC
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Overview Share
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New York, New York
$261.8 million AUM
1 office

Alta Fundamental Advisers LLC is based in New York, New York and has $261.8 million in assets under management.

Location
777 Third Avenue - Suite 19A
New York, NY 10017
Contact
$261.8 million
AUM
4
Employees
AUM Share
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$261,780,000
Assets under management
17 clients
Number of clients
Average investment size is $15,398,824
12% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 1 $170,000 0% $170,000
Pooled investment vehicles 14 $65,210,000 25% $4,657,857
Pension and profit sharing plans 2 $196,400,000 75% $98,200,000
Employees Share
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4
Employees
3
Investment analysts
75% of total employees
AUM per employee Share
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$261,780,000
Assets under management
$65,445,000
AUM per employee
$87,260,000
AUM per investment analyst
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Compensation

Alta Fundamental Advisers LLC makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Alta Fundamental Advisers LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
Business activities
  • Commodity pool operator or commodity trading advisor
Firm data Share
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CRD number 168,642
SEC number 801-80306
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 19, 2020

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