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Alta Fundamental Advisers
ALTA FUNDAMENTAL ADVISERS LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2014. The firm manages approximately $466 million in...
Alta Fundamental Advisers
ALTA FUNDAMENTAL ADVISERS LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2014. The firm manages approximately $466 million in regulatory assets. It has 5 employees and 4 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
What is Alta Fundamental Advisers' core investment strategy?
Alta Fundamental Advisers employs a fundamental, long-biased equity strategy focused on U.S. publicly traded companies. The firm conducts bottom-up research and holds concentrated portfolios across market capitalizations, primarily in equities without significant use of leverage or derivatives.
What is the firm's regulatory structure?
Alta Fundamental Advisers LLC is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC). It files annual Form ADV and quarterly 13F reports, which disclose its managed assets and equity holdings, offering some transparency into its portfolio strategy.
Where can I find Alta Fundamental Advisers' public portfolio holdings?
Alta Fundamental Advisers files Form 13F with the SEC within 45 days after each quarter-end, which discloses its U.S.-listed equity holdings. These filings are publicly available on the SEC's EDGAR system.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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