ALTA VIA CAPITAL
Firm details
- Headquarters
- PLEASANTON, California
- CRD number
- 289739
- Website
- altavia-capital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers52.94%
- HNWI31.8%
- Individuals9.15%
- Pension & Profit Sharing Plans6.09%
- Corporations / Businesses0.02%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Alta Via Capital is an independent registered investment adviser organized as a corporation and owned by an individual. The firm manages investment portfolios for individuals, families and institutional clients, charging fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses and includes pension consulting services. Alta Via Capital is not organized as a capital allocator and does not position itself as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
1 of 1PATRICK GAYNOR
Chief Compliance Officer, Investment Advisor RepresentativeCRD 4991936
Contacts
2 of 2CARL GABLER
Managing PartnerCRD 2790353
DRAGOS GEORGESCU
Co-Founder and Managing PartnerCRD 5073867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PLEASANTON, CA
ALAMEDA
Location
PLEASANTON, CA
Headquartered in PLEASANTON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 4695 Chabot Dr
- Time zone
- PT (UTC-8)
- Office locations
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