# Altravue Capital, LLC

> 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.

- CRD: 283260
- Filed as: ALTRAVUE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283260
- AdvisorCensus page: https://advisorcensus.com/firm/altravue-capital-llc-bellevue-wa-283260

## Quick answers

**How is Altravue Capital, LLC compensated?**
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.

**Where is Altravue Capital, LLC located?**
Altravue Capital, LLC's principal office is in Bellevue, WA, according to its Form ADV.

**Is Altravue Capital, LLC registered with the SEC or a state?**
Altravue Capital, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 283260.

**How much does Altravue Capital, LLC manage?**
Altravue Capital, LLC reports $1,539,514,958 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**How have Altravue Capital, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Altravue Capital, LLC serve?**
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).

**Which custodians does Altravue Capital, LLC use?**
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.

**Does Altravue Capital, 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/283260

**What changed in Altravue Capital, LLC's recent Form ADV filings?**
In the February 2026 filing data: Registered or notice-filed in NV.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- JP Morgan Chase Bank
- Northern Trust Securities, Inc.
- State Street Bank and Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,539,514,958
- Discretionary: $1,539,514,958
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $19,204,235 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $871,027,667 |
| Charitable organizations | 6 | $362,902,368 |
| Other investment advisers | Fewer than 5 | $270,613,065 |
| Insurance companies | Fewer than 5 | $15,767,623 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV, NY, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $400,703,137 | 5 | May 11, 2021 |
| October 2022 | $943,636,052 | 4 | February 22, 2022 |
| October 2023 | $907,812,247 | 5 | February 17, 2023 |
| October 2024 | $1,117,253,751 | 5 | May 1, 2024 |
| October 2025 | $1,405,847,440 | 4 | February 13, 2025 |
| October 2026 | $1,539,514,958 | 5 | January 30, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Registered or notice-filed in NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altravue Capital, LLC (CRD 283260): Form ADV filing data as of October 2026.