AltraVue Capital provides investment management services to high-net-worth individuals and institutional investors through separately managed accounts and pooled investment vehicles. AltraVue manages investments based on your financial situation, investment objectives, and risk tolerance. AltraVue may recommend that clients invest in AltraVue Fund I, LP. AltraVue's investment strategy focuses on identifying undervalued businesses with opportunities to grow.
Assets Under Management$1.5B
Clients9
Advisors4
Avg. per Client$170M
Avg. per Advisor$380M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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