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Alta Asset Management, LLC

● SEC registered since 2026CRD 339811SEC# 801-135204New York, NY
Export (members)
Reg. AUM
Employees
50
Accounts
Location
New York, NY

Alta Asset Management, LLC assets under management

Alta Asset Management, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2026. It employs 50 people.

Alta Asset Management, LLC owners & executives

19 reported
NameTitleOwnershipSince
Alac Finance Holdco, LLC ControlManaging MemberOver 75%2025
Blair H. Wallace ControlPresident & CeoUnder 5%2025
Brett Evan Lipsky ControlChief Financial OfficerUnder 5%2025
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Frequently asked questions

How many employees does Alta Asset Management, LLC have?

Alta Asset Management, LLC reports 50 employees.

Where is Alta Asset Management, LLC located?

Alta Asset Management, LLC is based in New York, NY and has been SEC-registered since 2026.

Does Alta Asset Management, LLC disclose fund performance?

Alta Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address437 Madison Avenue; 26th Floor, New York, NY 10022
Phone917-831-1000
Office hours8:30a.m.- 5:30p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo