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ALTITUDE CAPITAL MANAGEMENT LLC

DES MOINES, IA · CRD 329366 · IAPD ↗ · 3treesrp.com · 515-207-3310

$103.6MRegulatory AUM
26Advisory reps
28Employees
0Clients
0Planning clients
0Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
October 2026 — ALTITUDE CAPITAL MANAGEMENT LLC changed its website from altitudecm.com to 3treesrp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2026 — ALTITUDE CAPITAL MANAGEMENT LLC added office(s): 18 -> 27 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — ALTITUDE CAPITAL MANAGEMENT LLC reported RAUM up 110% ($49.4M -> $103.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — ALTITUDE CAPITAL MANAGEMENT LLC grew from 16 to 26 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
46
December 2025 — ALTITUDE CAPITAL MANAGEMENT LLC notice-filed in ID, LA, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — ALTITUDE CAPITAL MANAGEMENT LLC added office(s): 16 -> 18 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
August 2025 — ALTITUDE CAPITAL MANAGEMENT LLC notice-filed in AR, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2025 — ALTITUDE CAPITAL MANAGEMENT LLC added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
July 2025 — ALTITUDE CAPITAL MANAGEMENT LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — ALTITUDE CAPITAL MANAGEMENT LLC added office(s): 6 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
78
April 2025 — ALTITUDE CAPITAL MANAGEMENT LLC grew from 3 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
February 2025 — ALTITUDE CAPITAL MANAGEMENT LLC notice-filed in CA, MI, NJ, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
November 2024 — ALTITUDE CAPITAL MANAGEMENT LLC notice-filed in IL, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
November 2024 — ALTITUDE CAPITAL MANAGEMENT LLC added office(s): 3 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
June 2024 — ALTITUDE CAPITAL MANAGEMENT LLC notice-filed in AZ, GA, IN, NV, OR, VA, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
June 2024 — ALTITUDE CAPITAL MANAGEMENT LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
46
April 2024 — ALTITUDE CAPITAL MANAGEMENT LLC notice-filed in FL, MO, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
February 2024 — ALTITUDE CAPITAL MANAGEMENT LLC notice-filed in ME, NC, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — ALTITUDE CAPITAL MANAGEMENT LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
February 2024 — ALTITUDE CAPITAL MANAGEMENT LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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