Alterna Equity Partners Management Llc
- Regulatory AUM
- $228M
- Discretionary
- $228M
- Clients
- 3
- Avg AUM / client
- $76.0M
- Accounts
- 3
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $228M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $171M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Alterna Equity Partners Fund I Lp | Private Equity Fund | Delaware | $92.8M | 60 |
| Alterna Bulk Co Invest, Llc | Private Equity Fund | Delaware | $49.9M | 30 |
| Alterna Bulk Co Invest Qp, Llc | Private Equity Fund | Delaware | $24.9M | 1 |
| Alterna Capital Solutions Equity Llc | Other Private Fund | Florida | $3.0M | 18 |
| Alterna Capital Solutions Income Llc | Other Private Fund | Florida | $80.0K | 30 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Konrad, Robert, Lloyd | Managing Partner | Mar 2015 (11y) | ≈ 28.13% – 75% via Alterna Equity Partners Llc | |
| Swercheck, Casey, Alexander | Manager | Jan 2021 (6y) | ≈ 14.06% – 50% via Olivia Ryan, Llc | |
| Panuthos, Nora, Dylan | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alterna Equity Partners Holdings Llc | Owner | Mar 2021 | A | 75% or more |
| Alterna Equity Partners Llc | Owner | Mar 2021 | B | ≈ 37.5% – 75% via Alterna Equity Partners Holdings Llc |
| Olivia Ryan, Llc | Member | Jun 2021 | B | ≈ 18.75% – 50% via Alterna Equity Partners Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Konrad, Robert, Lloyd: 75% – 100% of Alterna Equity Partners Llc × 50% – 75% of Alterna Equity Partners Holdings Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Swercheck, Casey, Alexander: 75% – 100% of Olivia Ryan, Llc × 25% – 50% of Alterna Equity Partners Holdings Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Alterna Equity Partners Llc: 50% – 75% of Alterna Equity Partners Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Olivia Ryan, Llc: 25% – 50% of Alterna Equity Partners Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $171M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Alterna Equity Partners Fund I Lp | Private Equity Fund | $92.8M | $1.0M | 60 |
| Alterna Bulk Co Invest, Llc | Private Equity Fund | $49.9M | $0 | 30 |
| Alterna Bulk Co Invest Qp, Llc | Private Equity Fund | $24.9M | $0 | 1 |
| Alterna Capital Solutions Equity Llc | Other Private Fund | $3.0M | $250K | 18 |
| Alterna Capital Solutions Income Llc | Other Private Fund | $80.0K | $250K | 30 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.49 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
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 30, 2026.
View current Form ADV (SEC/IAPD) ↗