Investment adviser · CRD 162064

ALTA EQUITY PARTNERS, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

CONCORD, MA, United States · Form ADV filed Mar 31, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

17 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

AEP TRIPLE H INVESTORS, LLCOther Private Fund · Last reported Mar 31, 2026$41.3MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9766647445
Reported beneficial owners
14
Minimum commitment
$10K

Form ADV 2084030 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AEP MEDONE INVESTORS, LLCOther Private Fund · Last reported Mar 31, 2026$20.2MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3993909205
Reported beneficial owners
17
Minimum commitment
$5K

Form ADV 2084030 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AEP K. HEEPS INVESTORS, LLCOther Private Fund · Last reported Mar 31, 2026$5.27MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2767495331
Reported beneficial owners
11
Minimum commitment
$30K

Form ADV 2084030 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SCI HOLDCO LLCOther Private Fund · Last reported Mar 31, 2026$4MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3297970746
Reported beneficial owners
3
Minimum commitment
$10K

Form ADV 2084030 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AEP RVA INVESTORS, LLCOther Private Fund · Last reported Mar 31, 2026$3.41MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4959833653
Reported beneficial owners
11
Minimum commitment
$5K

Form ADV 2084030 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AEP EVH INVESTORS, LLCOther Private Fund · Last reported Mar 31, 2026$2.88MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2162140480
Reported beneficial owners
5
Minimum commitment
$10K

Form ADV 2084030 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALTA CIRC TV, LLCOther Private Fund · Last reported Mar 31, 2026$1.15MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3683728237
Reported beneficial owners
6
Minimum commitment
$25K

Form ADV 2084030 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

30 MONUMENT SQUARE, SUITE 302
CONCORD, MA, 01742, United States

CRD 162064

Filing source

Form ADV 2084030 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.