ALTERNA CAPITAL PARTNERS LLC
Adviser information for ALTERNA CAPITAL PARTNERS LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $475.9M |
| Non-Discretionary | 2 | $108.6M |
| Total | 4 | $584.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $584.5M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73288 |
|---|---|
| SEC ERA File Number | 801-73288 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156954 |
| Legal Entity Identifier | None |
Principal Office
10 CORPORATE DRIVESUITE 2204
BEDFORD
NH
United States
Monday - Friday, 9:00AM TO 5:00 PM
Tel: 203-210-7333, Fax: None
Websites
Chief Compliance Officer
PAUL SCHAFFER
CHIEF FINANCIAL OFFICER
10 CORPORATE DRIVE
SUITE 2204
BEDFORD
NH
United States
Tel:
203-210-7333
P************@*****************M
(Full email address available in API data)
Regulatory Contact
ANNE ULLMAN
OFFICE MANAGER
10 CORPORATE DRIVE
SUITE 2204
BEDFORD
NH
United States
Tel:
203-210-7333
A**********@*****************M
(Full email address available in API data)
Industry Affiliates
| ALTERNA GENERAL PARTNER II LLC | Sponsor, GP, manager of pooled investment vehicles |
| ALTERNA GENERAL PARTNER LLC | Sponsor, GP, manager of pooled investment vehicles |
| ALTERNA TARAWA GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| ALTERNA/LAVACA GENERAL PARTNER LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ALTERNA CORE CAPITAL ASSETS FUND II LP | Private Equity Fund | $411.5M | $10.0M | 25 |
| ALTERNA CORE CAPITAL ASSETS FUND, L.P. | Private Equity Fund | $36.7M | $10.0M | 7 |
| ALTERNA/LAVACA CO-INVESTMENT FUND, L.P. | Private Equity Fund | $33.5M | $100.0M | 2 |
| TARAWA CO-INVESTMENT FUND, L.P. | Private Equity Fund | $63.2M | $25.0M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PRESS, ERIC, MICHAEL | Individual | – | MANAGING PARTNER (ACP LLC) | 01/2007 | 25-50% |
| MILLER, ROGER, PHILLIP | Individual | – | MANAGING PARTNER (ACP LLC) | 01/2007 | 25-50% |
| SCHAFFER, PAUL, CARL | Individual | – | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | 03/2009 | < 5% |
| GOLDIN, EARLE, NMN | Individual | – | MANAGING PARTNER (ACP LLC) | 01/2017 | 25-50% |