ALTRAVUE CAPITAL, LLC

C27
CRD 283260·SEC 801-113312·BELLEVUE, WA
AUM
$1.54B
$1B+
Est. Revenue
$15.4M
@ 1% on AUM
Est. EBITDA
$4.6M
@ 30% margin
Est. Deal Value
$36.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALTRAVUE CAPITAL, LLC
CRD
283260
SEC file #
801-113312
EIN
811081432
DBA names

Economics

AUM
$1.54B
AUM band
$1B+
AUM trajectory
'20'26
$168.8M → $1.54B▲ +812%
Client mix
Charitable Organizations6
Pooled Investment Vehicles2
Investment Companies1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
BELLEVUE WA
Branches

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
01/30/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCCLUSKEY, DESHAY, GOULD
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MCCLUSKEY, DESHAY, GOULD
SINANTHA, TOUK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ALTRAVUE.COM
Rdap Domain Creation Date
2016-01-06T22:42:18Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001740837
Edgar Registered
Yes
Edgar Filing Count
65
Edgar First Filing Date
2019-01-16
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
35
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001740837-26-000006

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Pershing8
Goldman Sachs8
State Street4
E*trade4
Northern Trust2
Edgar Addresses
Mailing
11747 NE 1ST STREETSUITE 205BELLEVUE, WA 98005
Business
11747 NE 1ST STREETSUITE 205BELLEVUE, WA 98005
Edgar EIN
811081432
Edgar Recent Filings
13F-HR2026-05-13 · 0001740837-26-000006
SCHEDULE 13G2026-03-03 · 0001740837-26-000005
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-06T22:42:18Z
Rdap Domain Last Changed
2026-01-07T16:06:37Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4475795
Trust Company Affiliate
No