Link copied!
Fund Codex
Alta Fundamental Advisers LLC
Find a fund
Fund Codex
About Fund Codex
Copyright © 2022 and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Alta Fundamental Advisers LLC Share
Link copied!

Table of Contents
Map Loading...
Overview Share
Link copied!
Back to Top
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.

777 Third Avenue - Suite 19A
New York, NY 10017
$261.8 million
AUM Share
Link copied!
Back to Top
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
Link copied!
Back to Top
Investment analysts
75% of total employees
AUM per employee Share
Link copied!
Back to Top
Assets under management
AUM per employee
AUM per investment analyst
About Share
Link copied!
Back to Top

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
Link copied!
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

More Funds

See all...
Asset Planning, Inc
Fund: $325,340,629
Invicta Financial Group
Fund: $104,000,000
HG Capital, LLC
Fund: Under $1 billion
Sycamore Financial Group
Fund: $484,895,800
Investcorp Securities Limited
Fund: $1,001,217,391
Whitehorse Liquidity Partners Inc.
Fund: Under $1 billion
M. Capital Advisors
Fund: $707,729,953
Sanchez & Zures, LLC
Fund: $130,080,793
Wcti Partners, Inc.
Fund: Under $1 billion

Other Funds

See all...
Mma Pan Asia Fund I. Management, LLC
Fund: Under $1 billion
Cito Capital Group, LLC
Fund: $201,398,992
Thornapple River Capital
Fund: $407,000,000
Right Side Capital Management, LLC
Fund: Under $1 billion
Glassman Wealth Services, LLC
Fund: $1,454,471,398
Verum Partners LLC
Fund: $218,463,895
Mainline Private Wealth, LLC
Fund: $628,557,493
Edinburgh Partners Limited
Fund: $8,157,586,954

All of Fund Codex

See all...

Similar Funds to Alta Fundamental Advisers LLC

See all...
Asta Investment Advisors
Fund: Under $1 billion
Fundamental Capital, LLC
Fund: Under $1 billion
Alta Fox Capital Management, LLC
Fund: Under $1 billion
Fundamental Advisors LP
Fund: $1,504,526,593
Palo Alto Wealth Advisors, LLC
Fund: $262,676,411
Alta Fundamental Advisers LLC
Fund: $261,780,000
Alta Wealth Advisors LLC
Fund: $176,048,730
Fundamentum, LLC
Fund: $461,872,316