Valterra Partners LLC

Valterra Partners LLC is an infrastructure private equity firm established in 2015, focusing on U.S.-based businesses tied to core infrastructure asset classes. The firm, owned by Scott William Macintosh and Drew Charles Reid, manages private funds investing primarily in infrastructure adjacent assets. Valterra's investment strategy targets sectors like communications, transportation, clean infrastructure, and energy transition. The firm provides investment management services to the Funds, investigating, evaluating, and managing portfolio investments in line with each Fund's objectives. Valterra charges a 2.0% annual fee for investment management services and may receive performance-based fees based on Fund returns. Investors are required to commit a minimum initial capital of $25,000, with discretionary advisory services provided to the Funds. Valterra's investment philosophy involves partnering with management teams to drive growth and value creation. The firm's investment strategy includes origination, due diligence, hold period value creation, and exit strategies. Valterra emphasizes long-term commitment and warns of potential risks, such as uncertain exit strategies, competition, economic conditions, and cybersecurity risks. Valterra has no disciplinary information and follows a Code of Ethics, with a focus on client interests and confidentiality. The firm has custody of Fund assets and maintains a Proxy Voting Policy to act in the best interests of clients. Valterra does not engage in traditional brokerage transactions and has no financial conditions impacting its commitments to the Funds.