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Alta Trust

Fund administrator
Private funds
4
Advisory firms
4

About Alta Trust

Alta Trust is named as a fund administrator on Form ADV filings for 4 private funds across 4 SEC-registered advisers. It appears in multiple roles across filings: custodian, administrator.

Largest fund clients

4 funds
FundManagerGross assets
Sloy, Dahl & Holst Holdings Concentrated EquitySloy Dahl & Holst Holdings, Inc$186.6M
Jwm Income & Growth Fund I LPCerity Partners LLC$59.8M
Emerald Financial Services Private Equity Fund 1Emerald Separate Account Management LLC$22.5M
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Coverage

As custodian2 funds
As administrator3 funds