Alta Capital Management
- Company typePrivate
- Founded1981
- HeadquartersSalt Lake City, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Alta Capital Management does
Alta Capital Management is a US-based investment management firm founded in 1981 and headquartered in Salt Lake City, Utah. The firm manages concentrated, high-active-share equity portfolios built around a proprietary "Three Pillars" investment philosophy focused on profitability throughout the economic cycle, sustainable secular earnings and free cash flow growth, and attractive valuation. It offers three core strategies — an All-Cap Strategy (30-35 stocks), a Large-Cap Strategy (30-35 stocks), and a Quality Dividend Growth Strategy (20-25 stocks) — distributed through Separately Managed Accounts and Mutual Fund vehicles to institutional investors, high-net-worth individuals, and financial advisors/consultants in the US market.
The firm operates a traditional asset-based fee model, charging investment management fees on assets under management. Its go-to-market relies on direct relationships with clients, consultants, and advisors, supplemented by a content library of market commentaries, research papers, and economic outlooks used as thought leadership. Marketing is conducted primarily through the corporate website and published research rather than paid distribution. Alta is an indirect wholly owned subsidiary of Desjardins Global Asset Management Inc. (part of the Desjardins Group) and an affiliate of Guardian Capital Group Limited following a strategic alliance formed in November 2017.
The firm is staffed by approximately 16 named employees including portfolio managers, research analysts, trading, operations, and client services personnel. Several team members are CFA Charterholders with backgrounds at top-tier asset managers (Barrow Hanley, Invesco, Franklin Templeton, Goldman Sachs, Morgan Stanley) and graduate business programs (Columbia, Chicago Booth, BYU Marriott, UW-Madison Applied Security Analysis Program). The investment approach has been described by the firm as unchanged since 1981, emphasizing low turnover, quality factors, and downside risk protection. No AI/ML capabilities, technology platform, or API infrastructure is disclosed.
Alta Capital Management firmographics
Firmographics- Name
- Alta Capital Management
- Legal name
- Alta Capital Management LLC
- Website
- https://altacapital.com
- Company type
- Private
- Founded year
- 1981
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Alta Capital Management industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Large-Cap Equity (Active) (FSAAAIAA)
- akta.pro secondary industries
- Mid-Cap Equity (Active) (FSAAAIAB), Equity Income/Dividend Strategies (Active) (FSAAAIAJ)
Keywords
Where Alta Capital Management is headquartered
LocationHeadquarters
- HQ city
- Salt Lake City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Alta Capital Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Investment Management Fees: Alta Capital Management generates revenue through investment management fees charged on assets under management. The firm offers Separately Managed Accounts and Mutual Funds, suggesting a standard asset-based fee structure typical of registered investment advisers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Separately Managed Account |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Alta Capital Management product offering
Product offeringCore offering
Alta Capital Management is a US registered investment adviser that manages concentrated US equity portfolios for institutional investors, financial advisors/consultants, and high-net-worth individuals. The firm offers three core strategies — Large-Cap (30–35 mid- and large-cap domestic companies), All-Cap (30–35 companies across the market-cap spectrum), and Quality Dividend Growth (20–25 mid- and large-cap companies with consistent dividend growth) — delivered through Separately Managed Accounts and the Alta Capital Funds mutual fund. The investment process, unchanged since 1981, is built on a "Three Pillars" philosophy of profitability, growth, and valuation, targeting high-quality businesses with sustainable free cash flow generation.
Product overview
Alta Capital Management is an investment management firm offering three core investment strategies: the All-Cap Strategy (30-35 domestically-traded companies across the market cap spectrum), the Large-Cap Strategy (30-35 mid- and large-cap domestic companies), and the Quality Dividend Growth Strategy (20-25 mid- and large-cap companies with consistent dividend growth). These strategies are available through two investment vehicles: Separately Managed Accounts and Mutual Funds. The firm, established in 1981, is affiliated with Guardian Capital Group Limited and is an indirect subsidiary of Desjardins Global Asset Management Inc.
Differentiator
Problem solved
Functional benefit
Brands
- Alta Capital Funds: Funds advised by Alta Capital Management LLC
Products and services
- Large-Cap Strategy Concentrated portfolio of 30 to 35 domestically-traded mid- and large-cap companies, available as a Separately Managed Account for institutional investors, advisors, and high-net-worth individuals.
- All-Cap Strategy Concentrated portfolio of 30 to 35 domestically-traded companies across the market capitalization spectrum, available as a Separately Managed Account.
- Quality Dividend Growth Strategy Concentrated portfolio of 20 to 25 domestically-traded mid- and large-cap companies with consistent dividend growth, available as a Separately Managed Account.
- Separately Managed Account (SMA) vehicle Direct individually-owned investment account managed by Alta on the client's behalf, providing personalized exposure to one of Alta's three concentrated US equity strategies.
- Alta Capital Funds (Mutual Fund)
Companies that use Alta Capital Management
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Alta Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Alta Capital Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Guardian Capital Group LimitedcoreAlta Capital Management formed a strategic alliance with Guardian Capital Group Limited in November 2017. Guardian Capital Group is a diversified financial services company founded in 1962, with shares quoted on the Toronto Stock Exchange. Alta Capital Management LLC serves as adviser to the Alta Capital Funds and is an affiliate of Guardian Capital Group.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
Alta Capital Management competitors and assessment
Company assessmentDirect peers
- Ariel Investments: Concentrated, fundamental, quality-tilted US equity manager serving institutional and individual clients; operates a similar small-team boutique model to Alta.
- Brown Capital Management: Concentrated, quality-growth US equity boutique with deep tenure and a long-term 'business owner' orientation closely mirroring Alta's stated philosophy.
- Davis Advisors: Long-tenured, family-controlled active US equity manager running concentrated portfolios with a quality/value-growth lens — directly comparable in process and structure to Alta.
- Aristotle Capital Management: US active equity boutique running concentrated quality-growth portfolios for institutional and HNW clients, with a similar fundamental-research culture and quality-oriented philosophy to Alta.
- Pear Tree Advisors: Small US equity boutique managing concentrated quality and dividend-growth portfolios; directly comparable in product mix and target client base to Alta.
- Westwood Holdings Group: Small-cap public US equity boutique running concentrated, quality-and-value portfolios for institutional clients — closely comparable in size, style discipline, and product mix to Alta.
- Barrow, Hanley, Mewhinney & Strauss: Concentrated, fundamentally driven US value/quality equity manager (recently acquired by Perpetual) with institutional SMAs — a direct structural and stylistic peer to Alta's quality-growth SMAs.
Broad incumbents
- Capital Group / American Funds: Large multi-affiliate US active equity manager running concentrated, fundamentals-driven strategies at institutional scale — sets the benchmark institutional clients compare boutique quality-growth managers like Alta against.
- Guardian Capital Group: Canadian diversified asset manager and Alta's affiliated parent/strategic partner; broader product platform (fixed income, alternatives) but overlapping institutional active equity capabilities.
- T. Rowe Price: Major US active asset manager with flagship US growth and dividend-growth equity strategies that compete for the same consultant-driven institutional and intermediary mandates as Alta.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Alta Capital Management compliance and trust
Trust signalCompliance2 records
Alta Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Alta Capital Management leadership team
Management profileNumber of profiles
Profiles16 records
Alta Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Alta Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Alta Capital Management
What does Alta Capital Management do?
Alta Capital Management is a US registered investment adviser that manages concentrated US equity portfolios for institutional investors, financial advisors/consultants, and high-net-worth individuals. The firm offers three core strategies — Large-Cap (30–35 mid- and large-cap domestic companies), All-Cap (30–35 companies across the market-cap spectrum), and Quality Dividend Growth (20–25 mid- and large-cap companies with consistent dividend growth) — delivered through Separately Managed Accounts and the Alta Capital Funds mutual fund. The investment process, unchanged since 1981, is built on a "Three Pillars" philosophy of profitability, growth, and valuation, targeting high-quality businesses with sustainable free cash flow generation.
Is Alta Capital Management a public or private company?
Alta Capital Management is a private company. It is classified as corporate owned and is currently operating.
When was Alta Capital Management founded?
Alta Capital Management was founded in 1981. It employs 11 to 50 people.
Where is Alta Capital Management based?
Alta Capital Management is headquartered in Salt Lake City, United States, in the North America region.
How does Alta Capital Management make money?
One revenue line is on record: investment Management Fees.
Who are Alta Capital Management's main competitors?
Direct peers on record are Ariel Investments, Brown Capital Management, Davis Advisors, Aristotle Capital Management, Pear Tree Advisors, Westwood Holdings Group and Barrow, Hanley, Mewhinney & Strauss. Broad incumbents are Capital Group / American Funds, Guardian Capital Group and T. Rowe Price.
Does Alta Capital Management have an API?
No public API is recorded for Alta Capital Management.
What industry is Alta Capital Management in?
Alta Capital Management's product category is Investment Management. Its primary akta.pro industry code is FSAAAIAA, Large-Cap Equity (Active), with a secondary code of FSAAAIAB, Mid-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.