ae
Alterna Equity Partners Management LLC
SEC-regulated
Registered investment advisor
Alterna Equity Partners Management LLC is an investment management and advisory firm registered with the U.S. Securities and Exchange Commission. Founded in December 2020 in Florida, the firm provides discretionary investment advisory services to private funds. Alterna manages approximately $273,930,641 in assets on a discretionary basis as of December 31, 2024. The firm charges management fees up to 2% of the Fund's capital accounts/net asset value and may receive incentive fees up to 20% of net profits. Alterna primarily targets control equity investments in growing companies with revenue between $10-100 million and EBITDA up to $10 million. The firm believes that alternative investment strategies can enhance risk-adjusted returns. Investors in the Funds must meet certain suitability criteria and minimum investment requirements. Alterna has not experienced any disciplinary events, and its personnel adhere to a Code of Ethics to prevent conflicts of interest. The firm does not participate in wrap fee programs or soft dollar arrangements. Alterna has custody of Fund assets held at a third-party custodian and exercises investment discretion in managing the Funds. Alterna has adopted proxy voting policies and procedures and does not have any financial impairments or bankruptcy filings in the last ten years.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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