Altitude Capital Group LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
325198
Registered since
January 10, 2024

Firm profile

FINTRX

Overview

Altitude Capital Group LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser with a registration year of 2024. The snapshot identifies ownership as a domestic entity and an individual; the firm is categorized as unclassified rather than under a standard adviser subtype. FINTRX flags the firm as not acting as a capital allocator and not engaged as an active ESG investor. The profile contains minimal public detail about client-facing activity. Fields for client base, fee schedule, stated business lines and advisory activities are blank in the record, and the firm is not listed as a multi-state adviser, pension consultant, or related adviser. FINTRX also records that the firm has not supplied information about its external activities and affiliations. Available metadata on scale and footprint is sparse. The platform registers two office locations for the firm but provides no addresses, and no meaningful AUM or client metrics are reported in the snapshot. For a clearer read on services, investment approach, target clients or personnel, direct outreach to the firm or review of its Form ADV (if publicly filed) will be necessary.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Dimeo

    Michael Dimeo

    Founder and CEOCRD 4495238

  • Richard Onesto

    Richard Onesto

    CFO/FINOPCRD 2453096

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
260 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth