Altravue Capital LLC, established in January 2016, is a substantial advisory firm located in Bellevue, Washington, and is minority and women-owned, co-founded by Touk Sinantha and DeShay McCluskey. The firm oversees regulatory assets totaling $168.76 million across 27 client accounts. The firm has been registered with the SEC as an advisor since 2018, operating within the jurisdiction of Washington. Altravue Capital offers portfolio management services tailored for individuals, small businesses, investment companies, pooled investment vehicles, and various businesses and institutional clients. Notably, the firm does not provide financial planning services to its clients.
Ms. Touk Sinantha, as a Co-Founder and Managing Partner at AltraVue Capital, holds responsibilities for portfolio management and shaping the overall investment strategy of the firm. With two decades of experience, her expertise spans various investment domains, encompassing equity analysis, portfolio management, and fixed-income research. She obtained her MBA from the University of Chicago and graduated with Honors, holding a BA from Western Washington University. Ms. Sinantha is also a CFA charterholder. On the other hand, Ms. DeShay McCluskey, as a Co-Founder and Managing Partner at AltraVue Capital, contributes over 20 years of profound analytical and research expertise. Her background spans both public and private investments, as well as fixed income research. At AltraVue, Ms. McCluskey is accountable for portfolio management and shaping the overall investment strategy. She holds an MBA from the Stanford Graduate School of Business and a BA in Economics with Honors from the University of Chicago, and she is a CFA charter holder.
Altravue Capital has experienced a 23% growth in AUM since its inception, and it exclusively manages domestic assets, with no holdings from foreign clients. The primary focus of the firm's investments is in exchange-traded securities, representing 94% of the total AUM. Cash and cash equivalents constitute the second-largest asset type, comprising 6% of the firm’s portfolio.