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ALTRAVUE CAPITAL, LLC
CRD 283260File 801-113312
APPROVED
Custody
Filing as of Jan 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.54B
Above cohort median (national)
Discretionary AUM
$1.54B
Clients
9
17 accounts
Employees
5
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 29, 2018
- Principal office
- 11747 NE 1ST STREET, SUITE 205, BELLEVUE, WA, 98005
- Phone
- 425 455-8896
- Website
- HTTPS://WWW.ALTRAVUE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.54B
- Discretionary AUM
- $1.54B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 17
- Non-discretionary accounts
- 0
- Total accounts
- 17
- AUM per client
- $171.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $15.8M |
| Investment companies | 1 | $19.2M |
| Charitable organizations | 6 | $362.9M |
| Other investment advisers | Fewer than 5 | $270.6M |
| Pooled investment vehicles | 2 | $871.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 4 | 5 | increased by1 |
| Feb 1, 2026 | AUM | $1,405,847,440 | $1,539,514,958 | increased by$133,667,518 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $943,636,052 | $1,405,847,440 | increased by$462,211,388 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 49 | 17 | decreased by32 |
| Mar 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Mar 1, 2022 | Clients | 2 | 10 | increased by8 |
| Mar 1, 2022 | AUM | $400,703,137 | $943,636,052 | increased by$542,932,915 |
| Mar 1, 2022 | Accounts | 33 | 49 | increased by16 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALTRAVUE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALTRAVUE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.