Alterna Capital Partners LLC

RIASEC RegisteredEst. 2012
Total AUM
$337M
Discretionary
$288M
86% of AUM
Avg account
$112M
Accounts
3
Employees
4
Advisory reps
4

Firm details

Headquarters
,
CRD number
156954
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Alterna Capital Partners LLC is organized as a private-equity-focused adviser that manages pooled investment vehicles for institutional clients. The firm acts in sponsor and general partner roles, serving as managing member for its funds rather than operating primarily as a broad capital allocator. Its business model centers on portfolio management for pooled vehicles, with fee structures that combine a percentage-of-AUM charge and performance-based fees typical of private fund managers. Alterna is SEC-registered since 2012 and is owned by an individual principal. The firm does not position itself as an ESG-focused investor and does not report multi-state adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Paul Schaffer

    Paul Schaffer

    Partner & Chief Financial OfficerCRD 5925672

Contacts

3 of 3
  • Roger Miller

    Roger Miller

    Co-FounderCRD 4522117

  • Eric Press

    Eric Press

    Managing PartnerCRD 4520642

  • Earle Goldin

    Earle Goldin

    Managing PartnerCRD 4599598

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth