Altitude Capital Management LLC
● SEC registered since 2024CRD 329366SEC# 801-129287Des Moines, IA
Reg. AUM
$103.6M
Employees
28
Accounts
488
Location
Des Moines, IA
About Altitude Capital Management
Altitude Capital Management designs tactical investment strategies aimed at lifelong retirement income and growth. The firm combines diversification with technical and statistical analysis rather than relying solely on traditional buy-and-hold efficient-frontier approaches.
Summary based on the firm’s website.
Altitude Capital Management LLC assets under management
Altitude Capital Management LLC operates as an SEC-registered investment adviser based in Des Moines, IA. The firm has been registered since 2024. It reports $103.6 million in regulatory assets under management and employs 28 people.
Altitude Capital Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce George Donaldson Control | Chief Executive Officer And Board Member | Under 5% | 2026 |
| Christina Parker Control | General Counsel | Under 5% | 2021 |
| Erin Bartlett McCann Control | President | Under 5% | 2026 |
| Mitchell Marc Leidner Control | Cfo And Treasurer / Board Member | Under 5% | 2021 |
| Simplicity Financial Marketing Holdings, Inc. Control | Owner | Over 75% | 2026 |
| Zorah Jane Riley Control | Cco | Under 5% | 2026 |
Frequently asked questions
How much does Altitude Capital Management LLC manage?
Altitude Capital Management LLC reports $103.6 million in regulatory assets under management on its Form ADV.
How many employees does Altitude Capital Management LLC have?
Altitude Capital Management LLC reports 28 employees.
Where is Altitude Capital Management LLC located?
Altitude Capital Management LLC is based in Des Moines, IA and has been SEC-registered since 2024.
Does Altitude Capital Management LLC disclose fund performance?
Altitude Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2015 Grand Avenue, Suite 100, Des Moines, IA 50312 |
| Phone | 515-207-3310 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$103.6M▲ 110%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,389 advisers
EmployeesTop 19%
More than 81% of 16,799 advisers
Assets under management
$103.6Mregulatory AUM
Discretionary $103.6M