Asset ManagerRIA · CRD 168642SEC-RegisteredPrivate Fund Adviser

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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

Hedge Funds

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.

Who manages Alta Fundamental Advisers?

The investment team at Alta Fundamental Advisers is not publicly named in marketing materials or regulatory filings. The firm's structure suggests a small team of portfolio managers and analysts, but specific names have not been disclosed.

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.

Does Alta Fundamental Advisers use leverage or derivatives?

Public SEC filings and available investment descriptions do not indicate significant use of leverage or derivatives in Alta's core strategy. The firm appears to run a traditional long-biased equity approach, typically precluding complex hedging or speculative derivative positions.

What types of clients does Alta serve?

Based on SEC registration, Alta Fundamental Advisers serves pooled investment vehicles and separately managed accounts, likely catering to high-net-worth individuals, family offices, and institutional investors. Specific client composition is not publicly detailed.

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.

Is Alta Fundamental Advisers open to outside capital?

The firm's registration indicates it operates pooled investment vehicles, but there is no public disclosure of ongoing fundraising or minimum investment thresholds. Individual funds may be open or closed at the firm's discretion.

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