Altravue Capital, LLC (Bellevue)

Name: Altravue Capital, LLC
Address: 11747 Ne 1 St Street, Bellevue, WA, 98005
Telephone: 425 455-8896

Altravue Capital, LLC is a large advisory firm based in Bellevue. It manages $168.76 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Washington.

Altravue Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Altravue Capital: assets under management

The assets under management (AUM) of Altravue Capital, LLC is $168.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $168.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.25 million each.

Investments

The firm invests in exchange traded securities the most. They account for 94% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 6% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Altravue Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Altravue Capital serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Altravue Capital is pooled investment vehicles with 1 clients and $71.75 million of assets under management. Among the 14 most similar advisory firms, Altravue Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $88.79 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Altravue Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Altravue Capital, LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Deshay Gould Mccluskey	Founder and managing partner	1 Apr 2016	25% - 50%	4475795
Touk Sinantha	Founder and managing partner	1 Apr 2016	25% - 50%	4062885
Thomas Eaton Parkhurst	Chief compliance officer	1 Oct 2016	Other	2293889

Based in Bellevue

The principal office where Altravue Capital, LLC performs its advisory services is located at 11747 Ne 1 St Street, Bellevue, WA 98005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425 455-8896 or by fax 425 207-3028. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at altravue.com.