Falists
← Back to search

ALTA FUNDAMENTAL ADVISERS LLC

CRD 168642 · SEC 801-80306

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

780 THIRD AVENUE, SUITE 2202, NEW YORK, NY, 10017, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$465.8M

Discretionary AUM

$465.8M

Team

5 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles18$154.1M

States served

NY

Official SEC filing: View on IAPD