{
  "slug": "alta-capital-management",
  "name": "Alta Capital Management",
  "description": "Alta Capital Management is an investment management firm with over 40 years of experience, specializing in identifying quality growth stocks with a disciplined, long-term investment approach. They offer concentrated portfolios with high active share, focusing on downside risk protection.",
  "url": "https://optimly.ai/brand/alta-capital-management",
  "websiteUrl": "https://altacapital.com/",
  "logoUrl": "https://logo.clearbit.com/altacapital.com",
  "baiScore": 47.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Investment Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-02T14:47:07.662Z",
  "verifiedVitals": {
    "website": "https://altacapital.com",
    "category": "Investment Management",
    "what_it_does": "Alta Capital Management is an investment management firm that focuses on managing concentrated, quality growth US equity strategies. They identify quality growth stocks and offer concentrated portfolios through a disciplined approach that emphasizes long-term investment horizons. Their process involves intensive, proprietary research to find high-quality businesses with sustainable revenue growth and consistent free cash flow generation.",
    "primary_audience": "Alta Capital Management serves a diverse range of clients, including Associations, Corporations, Endowments, Foundations, Individuals, High Net Worth Individuals, Public Funds, Religious organizations, Union Taft-Hartley, Insurance companies, Limited Partnerships, Financial Advisory programs (e.g., Wrap and UMA programs), Investment Companies, and unregistered Pooled Investment Vehicles. They cater to both institutional and private investors.",
    "core_product": "The core products of Alta Capital Management are its investment strategies and portfolios, which include the All-Cap Strategy, Large-Cap Strategy, and Quality Dividend Growth. They also serve as an adviser to the Alta Quality Growth Fund.",
    "pricing_model": {
      "kind": "usage_based",
      "detail": "Alta Capital Management charges annual fees based on assets under management (AUM), invoiced quarterly in arrears. The fee schedule varies depending on the investment portfolio and the amount of assets managed. For instance, institutional portfolios like Large Cap Quality Growth have a tiered fee structure starting at 0.60% for the first $25 million, while retail strategies start at 1.00% for the first $1,000,000. Minimum account sizes apply, with exceptions made at Alta's discretion. Fees for stand-alone Fixed Income accounts are negotiable. Clients also pay commissions, custodian fees, and/or wrap fees where applicable."
    },
    "parent_ownership": "Alta Capital Management LLC is a US-based subsidiary of Guardian Capital LP and an affiliate of Guardian Capital Group Limited. Guardian Capital, LLC is the principal owner, with Michael Tempest, Melanie Peche, Nathan Rhees, Andrew Schaffernoth, Casey Nelsen, and Tyler Partridge holding minority ownership interests through intermediary legal entities.",
    "named_competitors": [
      "FIS",
      "Fidelity Investments",
      "S&P Global"
    ]
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1789964062428
}