Alta Trust
Fund administrator
Private funds
5
Advisory firms
5
About Alta Trust
Alta Trust is named as a fund administrator on Form ADV filings for 5 private funds across 5 SEC-registered advisers. It appears in multiple roles across filings: custodian, administrator.
Largest fund clients
5 funds| Fund | Manager | Gross assets |
|---|---|---|
| Sloy, Dahl & Holst Holdings Concentrated Equity | Sloy Dahl & Holst Holdings, Inc | $186.6M |
| Jwm Income & Growth Fund I LP | Sage Advisors, LLC | $55.6M |
| Emerald Financial Services Private Equity Fund 1 | Emerald Separate Account Management LLC | $22.5M |
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| As custodian | 2 funds |
| As administrator | 3 funds |