Firm profile

ALTERNA CAPITAL PARTNERS LLC

CRD 156954Latest ADV March 26, 2026

Alterna Capital Partners LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 26, 2026, reports $337M in regulatory assets under management, 4 employees, 3 offices, and 3 accounts.

Assets Under Management
$337M
Employees
4
Offices
3 offices
Total Clients
<5
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCORoger P. Miller
CFOPaul C. Schaffer

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$337Mas of March 26, 2026
Discretionary85.6%
$288M
86% of total RAUM85.6%
Non-discretionary14.4%
$49M
14% of total RAUM14.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$337M
Total Accounts3
10Y AUM Change$-733M (-68.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee1:1
10Y Employee Change-10 (-71.4%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.