{
  "crd_number": 283260,
  "slug": "altravue-capital-llc-bellevue-wa-283260",
  "primary_business_name": "ALTRAVUE CAPITAL, LLC",
  "legal_name": "ALTRAVUE CAPITAL, LLC",
  "dbas": [],
  "city": "Bellevue",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-05-29",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-01-30",
  "carried_forward": false,
  "raum_total": 1539514958.0,
  "raum_discretionary": 1539514958.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 362902368.0,
      "count": 6
    },
    "insurance_companies": {
      "raum": 15767623.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 19204235.0,
      "count": 1
    },
    "other_investment_advisers": {
      "raum": 270613065.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 871027667.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NV",
    "NY",
    "WA"
  ],
  "websites": [
    "https://altravue.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283260",
  "city_as_filed": "BELLEVUE",
  "url": "https://advisorcensus.com/firm/altravue-capital-llc-bellevue-wa-283260",
  "display_name": "Altravue Capital, LLC",
  "summary": "Altravue Capital, LLC is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated January 30, 2026.",
  "citation": "AdvisorCensus. Altravue Capital, LLC (CRD 283260): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Altravue Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Altravue Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Altravue Capital, LLC located?",
      "a": "Altravue Capital, LLC's principal office is in Bellevue, WA, according to its Form ADV."
    },
    {
      "q": "Is Altravue Capital, LLC registered with the SEC or a state?",
      "a": "Altravue Capital, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 283260."
    },
    {
      "q": "How much does Altravue Capital, LLC manage?",
      "a": "Altravue Capital, LLC reports $1,539,514,958 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Altravue Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Altravue Capital, LLC: Regulatory assets under management: $400,703,137 in the October 2021 data and $1,539,514,958 in the October 2026 data, up 284%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Altravue Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: charitable organizations (6); pooled investment vehicles (other than investment companies and business development companies) (2); investment companies (1)."
    },
    {
      "q": "Which custodians does Altravue Capital, LLC use?",
      "a": "Altravue Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan Chase Bank, Northern Trust Securities, Inc. and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Altravue Capital, LLC report any disciplinary disclosures?",
      "a": "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/283260"
    },
    {
      "q": "What changed in Altravue Capital, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Registered or notice-filed in NV."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 400703137.0,
      "total_employees": 5,
      "filing_date": "2021-05-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 943636052.0,
      "total_employees": 4,
      "filing_date": "2022-02-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 907812247.0,
      "total_employees": 5,
      "filing_date": "2023-02-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1117253751.0,
      "total_employees": 5,
      "filing_date": "2024-05-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1405847440.0,
      "total_employees": 4,
      "filing_date": "2025-02-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1539514958.0,
      "total_employees": 5,
      "filing_date": "2026-01-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in NV."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "JP Morgan Chase Bank",
      "name_as_filed": "JP MORGAN CHASE BANK",
      "affiliated": false
    },
    {
      "name": "Northern Trust Securities, Inc.",
      "name_as_filed": "NORTHERN TRUST SECURITIES, INC.",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust Company",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/altravue-capital-llc-bellevue-wa-283260.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 19204235.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 871027667.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 362902368.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 270613065.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 15767623.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283260",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}