Drew Reid is a registered investment advisor at Valterra Partners LLC, based in Austin, TX, with 2 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 4 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valterra Partners manages investments for private funds. The funds typically pay Valterra an annual fee of 2.0% of the capital used to acquire securities or make investments. Valterra's principals may also receive a percentage of proceeds from liquidation events. Certain funds pay Valterra a structuring fee.
Location
415 Colorado Street, Suite 1400, Austin, TX, 78701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Valterra Partners LLC
State Registrations1 state
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