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Alta Investors LLC (New York)


Alta Investors LLC is a large advisory firm based in New York. It manages $206 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of New York.

Alta Investors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alta Investors: assets under management

The assets under management (AUM) of Alta Investors LLC is $206 million. The firm's AUM has grown by 141% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alta Investors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ryan Cooke Member 1 Apr 2010 Other 5907680
Justin George Muzinich Member 1 Apr 2010 Other 4436813
Ryan Paul Cooke Member 1 Apr 2010 Other 5907680

Based in New York

The principal office where Alta Investors LLC performs its advisory services is located at 515 Madison Ave, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-783-4520 or by fax 646-783-4519. The normal business hours are 8 am - 5 pm on Monday - Friday.


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