ALTA PARTNERS INVESTMENT MANAGER, L.P.
Adviser information for ALTA PARTNERS INVESTMENT MANAGER, L.P. last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-129960 |
|---|---|
| SEC ERA File Number | 802-129960 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 330780 |
| Legal Entity Identifier | None |
Principal Office
115 W. SNOW KING AVE, SUITE 101BJACKSON
WY
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: 415-362-4022, Fax: 415-362-6178
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| ALTA PARTNERS MANAGEMENT COMPANY, L.P. | Other investment adviser, including financial planners |
| ALTA PARTNERS MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ALTA PARTNERS NEXTGEN FUND I MANAGEMENT, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ALTA PARTNERS NEXTGEN FUND II MANAGEMENT, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ALTA PARTNERS NEXTGEN FUND III MANAGEMENT, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ALTA PARTNERS NEXTGEN FUND IV MANAGEMENT, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ALTA PARTNERS ULTIMATE MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ALTA PARTNERS NEXTGEN FUND IV, L.P. | Venture Capital Fund | $245.0M | $0.5M | 60 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JANNEY, DANIEL, SPENCER | Individual | – | PARTNER | 05/2023 | 25-50% |
| HUDSON, PETER, ALAN | Individual | – | PARTNER | 05/2023 | 25-50% |
| MORE, ROBERT, JOSEPH | Individual | – | PARTNER | 05/2023 | 25-50% |
| RANDALL, LAURENCE, ELIOT | Individual | – | CFO | 05/2023 | < 5% |