Altravue Capital, LLC is a large advisory firm based in Bellevue. It manages $168.76 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Washington.
Altravue Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Altravue Capital, LLC is $168.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Altravue Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Altravue Capital is pooled investment vehicles with 1 clients and $71.75 million of assets under management. Among the 14 most similar advisory firms, Altravue Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $88.79 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Altravue Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Altravue Capital, LLC performs its advisory services is located at 11747 Ne 1 St Street, Bellevue, WA 98005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425 455-8896 or by fax 425 207-3028. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at altravue.com.