RIA Intel›Advisers›Washington›ALTRAVUE CAPITAL, LLC

ALTRAVUE CAPITAL, LLC

Fund Manager

N·BELLEVUE, WA

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM

$1.5B

1-Year AUM Growth

+23.1%

3-Year CAGR

+41.2%

Employees

3

Assets Under Management

Total AUM$1.5B

Discretionary AUM$1.5B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees3

Investment Advisers5

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds2

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record15

First FilingApr 26, 2018

Latest FilingJan 30, 2026

🔒 Full AUM trend chart and 15 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALTRAVUE CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.