Data / Investment advisers / Florida / Alterna Equity Partners Management LLC
Alterna Equity Partners Management LLC, Fort Lauderdale, FL: $228 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alterna Equity Partners Management LLC is an SEC registered investment adviser with its main office in Fort Lauderdale, Florida and reports $228 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 313985
- SEC file number
- 801-121368
- SEC status
- Approved, effective May 28, 2021
- Main office
- 200 E Las Olas Blvd Suite 2030, Fort Lauderdale, FL 33301
- Phone
- (954) 703-2020
- Website
- alternaequitypartners.com
- Regulatory AUM
- $227,966,206 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $227,966,206
- Accounts
- 3
- Employees
- 8, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 3: 3 private equity funds
- Gross assets of private funds
- $227,966,206
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $228 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $228 million | March 30, 2026 |
| December 1, 2025 | $273.9 million | March 28, 2025 |
Other advisers in Fort Lauderdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Las Olas Capital Wealth LLC | Fort Lauderdale | $269.1 million | Not listed | adviserinfo.sec.gov |
| Las Olas Capital Advisors, LLC | Fort Lauderdale | $267.2 million | 7 | adviserinfo.sec.gov |
| Bridges Capital LLC | Fort Lauderdale | $251.6 million | Not listed | adviserinfo.sec.gov |
| Qso Capital Management LLC | Fort Lauderdale | $250 million | 2 | adviserinfo.sec.gov |
| Las Olas Venture Capital | Fort Lauderdale | $231.2 million | 13 | adviserinfo.sec.gov |
| Kazazian Asset Management, LLC | Fort Lauderdale | $193.3 million | 1 | adviserinfo.sec.gov |
| Horowitz & Company, Inc. | Fort Lauderdale | $180.7 million | Not listed | adviserinfo.sec.gov |
| Belhealth Investment Partners, LLC | Fort Lauderdale | $156.7 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Lauderdale, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Alterna Equity Partners Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.