ALTA VIA CAPITAL

ALTA VIA CAPITAL of PLEASANTON, CA is an SEC-registered investment adviser (CRD 289739). Regulatory assets under management: $105.2M.

Registration

• CRD: 289739
• Type: Registered investment adviser
• Location: 4695 CHABOT DRIVE, PLEASANTON, CA, 94588
• Phone: 925-694-0090
• Latest filing: 2026-03-13
• Regulatory AUM: $105.2M
• Discretionary AUM: $105.2M
• Clients: 3
• Accounts: 231

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289739 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search