Alton Road Capital, LP
Flat / fixed fees in Vero Beach, FL
SEC registeredNo commissions reported
Public-record details
- Address
- 4445 North A1a, Suite 249, Vero Beach, FL 32963
- Phone
- (203) 247-2194
- Listed under
- Flat / fixed fees
- CRD number
- 332521
- Registration
- SEC registered since 2024-10-17
- Compensation (Form ADV 5.E)
- Fixed fees; Performance-based fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses
- Regulatory assets under management
- $26.6 million
- Accounts managed
- 1
- Clients reported (Form ADV 5.D)
- 1
- Individual / high-net-worth clients
- 0 / 1
- Employees
- 2
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-03-05
Read the official record
- SEC IAPD summary for CRD 332521 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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