ALTA ASSET MANAGEMENT, LLC
CRD #339811 SEC #801-135204 NEW YORK, NY 917-831-1000
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
50
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KIRKWOOD, STEPHEN, ALLAN | I | CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER | NA | Control |
| LIPSKY, BRETT, EVAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Wallace, Blair, H. | I | PRESIDENT & CEO | NA | Control |
| ALAC FINANCE HOLDCO, LLC | DE | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Dec 19, 2025 REGISTERED
Notice Filings (1)
NY
Address
437 MADISON AVENUE; 26TH FLOORNEW YORK, NY 10022
United States
Phone: 917-831-1000