Alta Fox Capital Management manages investments solely for its affiliated private investment funds. It has full authority to make investment decisions for these funds, following the objectives and guidelines outlined in their offering documents. Alta Fox's services are not tailored to individual investor needs within the funds.
Assets Under Management$560M
Clients2
AdvisorsN/A
Avg. per Client$280M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Alta Fox manages investments for its affiliated private investment funds. Investors in Class B interests pay a 2.0% management fee, while Class D investors pay a 1.5% management fee, both calculated on the capital account balance. In addition, both classes pay a performance-based profit allocation of 20% of net profits exceeding the carryforward account balance.
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