ALTITUDE CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2024
Total AUM
$104M
Discretionary
$104M
100% of AUM
Avg account
$212K
Accounts
488
Employees
28
Advisory reps
31

Firm details

Headquarters
DES MOINES, Iowa
CRD number
329366
Registered since
January 2, 2024
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals78.38%
  • HNWI21.62%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Altitude Capital Management LLC is an independent registered investment adviser focused on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, operating under a mix of percentage-of-AUM, hourly and fixed-fee billing. Altitude identifies as a traditional adviser rather than an active ESG investor and is structured as a limited liability company with individual ownership. Investment activity centers on pooled public funds and mutual funds as the primary means of implementing client portfolios, with a preference toward readily accessible, liquid strategies. The firm does not position itself as a capital allocator to private funds, and its advisory services emphasize tailored planning and discretionary management for non-institutional clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Exchange Traded Equities 32%, Cash & Cash Equivalents 7%61%
  • Public Funds/Mutual Funds61%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents7%

Owners & executives

2 of 2
  • Constance Craig-Mason

    CEOCRD 5686460

  • MATTHEW ANDERSON

    President and CEOCRD 2174026

Contacts

3 of 29
  • WILLIAM AVERKAMP

    Investment Advisor RepresentativeCRD 8264475

  • Mark Collier

    Investment Advisor RepresentativeCRD 7735810

  • ANDRE HARRIELAL

    Investment Advisor RepresentativeCRD 4259305

Unlock 26 more contacts

Wealth teams

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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

DES MOINES, IA

POLK

Location

DES MOINES, IA

Headquartered in DES MOINES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
POLK
Address
2015 Grand Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth