Alta Equity Partners, Llc
State-registered
Investment Adviser
CRD 162064
· SEC file 802-75371
· Concord, MA
· WWW.ALTAEQUITYPARTNERS.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $36.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Aep Triple H Investors, Llc | Other Private Fund | Delaware | $18.0M | 14 |
| Sci Holdco Llc | Other Private Fund | Delaware | $4.0M | 3 |
| Aep K. Heeps Investors, Llc | Other Private Fund | Delaware | $3.5M | 11 |
| Aep Rva Investors, Llc | Other Private Fund | Delaware | $3.4M | 11 |
| Aep Evh Investors, Llc | Other Private Fund | Delaware | $2.9M | 5 |
| Aep Medone Investors, Llc | Other Private Fund | Delaware | $2.3M | 17 |
| Alta Circ Tv, Llc | Other Private Fund | Delaware | $1.2M | 6 |
| Aep Fmr Investors, Llc | Other Private Fund | Delaware | $738K | 6 |
| Alta Ccb Re Holdco, Llc | Other Private Fund | Delaware | $648K | 6 |
| Reach Analytics Holdings, Llc | Other Private Fund | Delaware | $0 | 3 |
Private funds (10, $36.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Aep Triple H Investors, Llc | Other Private Fund | $18.0M | $10.0K | 14 |
| Sci Holdco Llc | Other Private Fund | $4.0M | $10.0K | 3 |
| Aep K. Heeps Investors, Llc | Other Private Fund | $3.5M | $30.0K | 11 |
| Aep Rva Investors, Llc | Other Private Fund | $3.4M | $5.0K | 11 |
| Aep Evh Investors, Llc | Other Private Fund | $2.9M | $10.0K | 5 |
| Aep Medone Investors, Llc | Other Private Fund | $2.3M | $5.0K | 17 |
| Alta Circ Tv, Llc | Other Private Fund | $1.2M | $25.0K | 6 |
| Aep Fmr Investors, Llc | Other Private Fund | $738K | $10.0K | 6 |
| Alta Ccb Re Holdco, Llc | Other Private Fund | $648K | $25.0K | 6 |
| Reach Analytics Holdings, Llc | Other Private Fund | $0 | $10.0K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.33 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗