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Alta Capital Management LLC

● SEC registered since 1995CRD 106786SEC# 801-50778Salt Lake City, UT
Export (members)
Reg. AUM
$1.6B
Employees
19
Accounts
1,295
Location
Salt Lake City, UT

Alta Capital Management LLC assets under management

Alta Capital Management LLC operates as an SEC-registered investment adviser based in Salt Lake City, UT. The firm has been registered since 1995. It reports $1.6 billion in regulatory assets under management and employs 19 people.

Alta Capital Management LLC owners & executives

10 reported
NameTitleOwnershipSince
Casey D Nelsen ControlChief Investment OfficerUnder 5%2025
Charles Arnold Durham ControlChief Compliance OfficerUnder 5%2026
George Mavroudis ControlManagerUnder 5%2018
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Frequently asked questions

How much does Alta Capital Management LLC manage?

Alta Capital Management LLC reports $1.6 billion in regulatory assets under management on its Form ADV.

How many employees does Alta Capital Management LLC have?

Alta Capital Management LLC reports 19 employees.

Where is Alta Capital Management LLC located?

Alta Capital Management LLC is based in Salt Lake City, UT and has been SEC-registered since 1995.

Does Alta Capital Management LLC disclose fund performance?

Alta Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT 84121
Phone801-274-6010
Fax801-274-8061
Office hours7:00a.m. To 4:00p.m.
SEC regionDenver Regional Office (DRO)
CIK1093589
Discloses disciplinary historyYes

Regulatory AUM

$1.6B▼ 11%
Mar '25 — $1.79BApr '25 — $1.79BMay '25 — $1.79BJun '25 — $1.79BJul '25 — $1.79BAug '25 — $1.79BSep '25 — $1.79BOct '25 — $1.79BNov '25 — $1.79BDec '25 — $1.79BJan '26 — $1.79BFeb '26 — $1.79BMar '26 — $1.6BApr '26 — $1.6BMay '26 — $1.6BJun '26 — $1.6B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers

Assets under management

$1.6Bregulatory AUM
Discretionary $1.6B