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Building 2VALTERRA PARTNERS LLC

Map pinAUSTIN, TX
Phone646-469-6465
NotebookSEC #801-128494
Total AUM
$237M
Employees
6
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
415 COLORADO STREET
SUITE 1400
AUSTIN
TX 78701
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
646-469-6465

ReceiptFinancials

Total AUM
$237M
Accounts
5
Discretionary
$237M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$237M

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO COMPANY MANAGEMENT SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SEE SCHEDULE D - MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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