AUMdb

Alta Partners Profit Sharing Trust

Sponsored by Alta Partners Management Corp. · EIN 943238854 · Plan #001

Total assets
Net assets
Active participants
7
With balances
10

Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account, Participant-directed brokerage accounts

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.