Valterra Partners LLC
Valterra Partners LLC is an SEC-registered asset manager in Austin, TX with $237.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Valterra Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316443, SEC 801-128494, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $237.0M (2026-05-28)
- Firm type
- Asset Manager
- Location
- Austin, TX
- Employees
- 6
- Clients
- 5
- CRD
- 316443
- Ownership
- Scott, Mark; MACINTOSH, SCOTT, WILLIAM; REID, DREW, CHARLES; HORNE, TARA, NICHOLE; MIRANDA, CHRISTINA, BUCKINGHAM
How much AUM does Valterra Partners LLC have?
Valterra Partners LLC reported $237.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Valterra Partners LLC?
Disclosed owners and executives of Valterra Partners LLC include Scott, Mark, MACINTOSH, SCOTT, WILLIAM, REID, DREW, CHARLES, HORNE, TARA, NICHOLE, MIRANDA, CHRISTINA, BUCKINGHAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.