ALTRAVUE CAPITAL, LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$90.6M
Accounts
17
Employees
5
Advisory reps
4

Firm details

Headquarters
BELLEVUE, Washington
CRD number
283260
Registered since
May 29, 2018
Custodians
STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles56.58%
  • Charitable Organizations23.57%
  • Other Investment Advisers17.58%
  • Investment Companies1.25%
  • Insurance Companies1.02%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Altravue Capital, LLC is an SEC-registered hedge fund organized as a limited liability company and active since 2018. The firm serves institutional clients and offers portfolio management across a mix of client types, including individuals and small businesses, investment companies, and pooled investment vehicles. Its compensation model combines a percentage-of-AUM fee with performance-based fees, consistent with hedge-fund economics. Altravue also acts in sponsor/GP and managing-member roles for pooled vehicles, indicating active participation on the private fund side of its business. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

3 of 4
  • TOUK SINANTHA

    Founder and Managing PartnerCRD 4062885

  • Jordan Shimabuku

    Investment AnalystCRD 6979982

  • DESHAY MCCLUSKEY

    Founder & Managing PartnerCRD 4475795

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BELLEVUE, WA

KING

Location

BELLEVUE, WA

Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
11747 NE 1st St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth