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VALTERRA PARTNERS LLC
CRD 316443 · SEC 801-128494
415 COLORADO STREET, SUITE 1400, AUSTIN, TX, 78701, United States
Phone
646-469-6465
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$237.0M
Discretionary AUM
$237.0M
Team
6 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; SEE SCHEDULE D - MISCELLANEOUS
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Portfolio management (pooled vehicles)PORTFOLIO COMPANY MANAGEMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $237.0M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD