ALTA EQUITY PARTNERS, INC.
ALTA EQUITY PARTNERS, LLC Legal Name
Adviser information for ALTA EQUITY PARTNERS, INC. last updated from Form ADV on March 31st, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-75371 |
|---|---|
| SEC ERA File Number | 802-75371 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162064 |
| Legal Entity Identifier | None |
Principal Office
30 MONUMENT SQUARESUITE 302
CONCORD
MA
United States
Monday - Friday, 9AM - 5PM
Tel: 617-956-1318, Fax: 617-262-9779
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| AEP EVH INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| AEP FMR INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| AEP K. HEEPS INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| AEP MEDONE INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| AEP REACH INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| AEP RVA INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| AEP SCI INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| AEP TRIPLE H INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ALTA CCB RE HOLDCO, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ALTA CIRC TV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ALTA COMMUNICATIONS INC. MANAGING MEMBER | Sponsor, GP, manager of pooled investment vehicles |
| ALTA COMMUNICATIONS IX MANAGERS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| ALTA COMMUNICATIONS, INC. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AEP EVH INVESTORS, LLC | SINGLE PURPOSE PRIVATE EQUITY INVESTMENT | $2.9M | $0.0M | 5 |
| AEP FMR INVESTORS, LLC | SINGLE PURPOSE PRIVATE EQUITY INVESTMENT | $0.7M | $0.0M | 6 |
| AEP K. HEEPS INVESTORS, LLC | SINGLE PURPOSE PRIVATE EQUITY INVESTMENT | $3.5M | $0.0M | 11 |
| AEP MEDONE INVESTORS, LLC | SINGLE PURPOSE PRIVATE EQUITY INVESTMENT | $2.3M | $0.0M | 17 |
| AEP RVA INVESTORS, LLC | SINGLE PURPOSE PRIVATE EQUITY INVESTMENT | $3.4M | $0.0M | 11 |
| AEP TRIPLE H INVESTORS, LLC | SINGLE PURPOSE PRIVATE EQUITY INVESTMENT | $18.0M | $0.0M | 14 |
| ALTA CCB RE HOLDCO, LLC | SINGLE PURPOSE PRIVATE EQUITY INVESTMENT | $0.6M | $0.0M | 6 |
| ALTA CIRC TV, LLC | SINGLE PURPOSE PRIVATE EQUITY INVESTMENT | $1.2M | $0.0M | 6 |
| REACH ANALYTICS HOLDINGS, LLC | SINGLE PURPOSE PRIVATE EQUITY INVESTMENT | $0.0M | $0.0M | 3 |
| SCI HOLDCO LLC | SINGLE PURPOSE PRIVATE EQUITY INVESTMENT | $4.0M | $0.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DIBBLE, TIMOTHY, L | Individual | – | MANAGING DIRECTOR | 01/2011 | > 75% |
| THOMPSON, PHILIP, LLOYD | Individual | – | DIRECTOR | 01/2011 | < 5% |
| REED, JESSICA | Individual | – | DIRECTOR | 01/2011 | < 5% |
| DIAS, CHRIS | Individual | – | DIRECTOR | 01/2018 | < 5% |