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ALTA FUNDAMENTAL ADVISERS LLC

NEW YORK, NY · CRD 168642 · IAPD ↗ · 212-319-1778

$465.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — ALTA FUNDAMENTAL ADVISERS LLC reported RAUM down 29% ($659.6M -> $465.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
March 2025 — ALTA FUNDAMENTAL ADVISERS LLC reported RAUM down 51% ($1.35B -> $659.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2024 — ALTA FUNDAMENTAL ADVISERS LLC reported RAUM down 25% ($1.81B -> $1.35B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.