Alterna Equity Partners Management LLC

Fee-Only (% of Portfolio)

Alterna Equity Partners Management LLC is an investment management firm that serves as the investment manager for private funds and co-investment vehicles, including Alterna Equity Partners Fund I LP. The firm targets control equity investments in profitable, growing, lower middle market companies with enterprise values between $15 million and $100 million. Alterna Equity Partners Management utilizes creative capital structures and off-market sourcing models to align interests with portfolio company management. The firm operates on a discretionary basis, managing investments for institutional and accredited investors who meet specific suitability requirements. Because the firm focuses exclusively on managing private funds rather than individual client portfolios or retail financial planning, retail fee information and personal financial planning services are not applicable.

Assets Under Management$230M
Clients3
AdvisorsN/A
Avg. per Client$76M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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