ALTERNA EQUITY PARTNERS MANAGEMENT LLC
SEC RegisteredPartnership-Focused Private Equity Firm
About the firm
Alterna Equity Partners is a private equity firm focusing on small to mid-sized founder and family-owned or closely held businesses poised for growth. AEP's Principals have decades of collective experience investing in the lower middle market, with a strong focus on supporting the existing management team's vision for growth and maintaining alignment of interests towards future upside potential.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Majority acquisitions with selective consideration of non-control investments in stable, established companies; flexible investment structuring with a value-added, partnership-focused approach to supporting management teams' growth visions
Who they serve
Small to mid-sized founder and family-owned or closely held businesses, typically with $15-150 million in enterprise value, generating $3-15+ million in EBITDA
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 3 | $228M |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALTERNA EQUITY PARTNERS MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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