# Alta Asset Management, LLC

> Alta Asset Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 26, 2026.

- CRD: 339811
- Filed as: ALTA ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339811
- AdvisorCensus page: https://advisorcensus.com/firm/alta-asset-management-llc-new-york-ny-339811

## Quick answers

**How is Alta Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alta Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Alta Asset Management, LLC located?**
Alta Asset Management, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Alta Asset Management, LLC registered with the SEC or a state?**
Alta Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339811.

**How much does Alta Asset Management, LLC manage?**
Alta Asset Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 26, 2026.

**Does Alta Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339811

**What changed in Alta Asset Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Insurance companies | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 50 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- obra.com
- LinkedIn @obracapital
- X @obracapital

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alta Asset Management, LLC (CRD 339811): Form ADV filing data as of October 2026.