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Altitude Capital Management LLC CRD 329366
$104M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
Branch Locations
Westminister, CA • United States
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shilling Investments | Seal Beach | CA | 10/2019 | Present |
| Loan Depot | Foothill Ranch | CA | 05/2015 | 05/2019 |
| Secure One Capital | Costa Mesa | CA | 06/2019 | 09/2019 |
| Altitude Capital Management Llc | De Moines | IA | 01/2025 | Present |
(1) WHITNEY & ASSOCIATES, INVESTMENT RELATED; DE MOINES, IA; SALE OF INSURANCE PRODUCTS; INSURANCE REPRESENTATIVE; STARTED 2025; SPENDS NOT MORE THAN 30% OF TIME DURING TRADING HOURS. (2) WEST CAPITAL LENDING; IRVINE, CA; NOT INVESTMENT RELATED; MORTGAGING LENDING; MORTGAGE BROKER; STARTED 2025; SPENDS NOT MORE THAN 30% OF TIME DURING TRADING HOURS; ASSISTS CLIENTS WITH FINANCING OF HOMES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-22 |
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