Valterra Partners LLC

Fee-Only (% of Portfolio)

Valterra Partners manages investments for private funds focused on infrastructure-related businesses. Valterra identifies investment opportunities, negotiates deals, manages the investments, and eventually sells them. Valterra invests in communications, transportation, clean infrastructure, and energy transition sectors. Investment advice is provided to the funds, not to individual investors in the funds.

Assets Under Management$210M
Clients4
Advisors2
Avg. per Client$52M
Avg. per Advisor$100M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

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.

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Location

2 Advisors at this firm

Valterra Partners LLC | TrueAdvisor