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Nirvon Ali Mahdavi

Alta Capital Management LLC

Salt Lake City, UT

CRD 7182570

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Employer firm

Alta Capital Management LLC CRD 106786

$1.60B regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Alta Capital Management Llc

6440 South Wasatch Blvd Suite 260, Salt Lake City, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2019-10-18
  • UT RA
    APPROVED
    Since 2019-10-18

Branch Locations

6440 South Wasatch Blvd Suite 260, Salt Lake City, UT 84121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alta Capital Management Salt Lake City UT 06/2016 Present
University Of Utah Salt Lake City UT 08/2012 05/2017
  • 06/2016 → Present
    Alta Capital Management
    Salt Lake City, UT
  • 08/2012 → 05/2017
    University Of Utah
    Salt Lake City, UT
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

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LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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