ALTA PARTNERS INVESTMENT MANAGER, L.P.

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
JACKSON, Wyoming
CRD number
330780
Registered since
March 21, 2024

Firm profile

FINTRX

Overview

Alta Partners Investment Manager, L.P. is a limited partnership that serves as an investment manager and sponsor of pooled vehicles. The firm is SEC-registered (2024) and is organized under individual ownership. It is classified as an adviser that functions as a general partner and managing member for private funds rather than as a traditional advisory firm with retail or institutional advisory clients. The dataset indicates the firm is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • LAURENCE RANDALL

    Chief Financial OfficerCRD 6308947

Contacts

3 of 3
  • ROBERT MORE

    Managing DirectorCRD 6787679

  • DANIEL JANNEY

    Managing PartnerCRD 2171660

  • PETER HUDSON

    Managing DirectorCRD 6787677

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

JACKSON, WY

TETON

Location

JACKSON, WY

Headquartered in JACKSON, WY, in the West of the United States.

Region
West
County
TETON
Address
115 W Snow King Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth