# Alta Via Capital

> Alta Via Capital is a state-registered investment advisory firm in Pleasanton, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 289739
- Filed as: ALTA VIA CAPITAL
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pleasanton, CA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289739
- AdvisorCensus page: https://advisorcensus.com/firm/alta-via-capital-pleasanton-ca-289739

## Quick answers

**How is Alta Via Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Alta Via Capital 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 Via Capital located?**
Alta Via Capital's principal office is in Pleasanton, CA, according to its Form ADV.

**Is Alta Via Capital registered with the SEC or a state?**
Alta Via Capital is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 289739.

**How much does Alta Via Capital manage?**
Alta Via Capital reports $105,219,971 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Alta Via Capital serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (85); individuals (other than high net worth individuals) (45); high net worth individuals (15).

**Does Alta Via Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289739

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $105,219,971
- Discretionary: $105,219,971
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $9,630,554 |
| High net worth individuals | 15 | $33,459,714 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $6,406,668 |
| Other investment advisers | 85 | $55,707,068 |
| Corporations or other businesses not listed above | 1 | $15,967 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- altavia-capital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alta Via Capital (CRD 289739): Form ADV filing data as of October 2026.