VALTERRA PARTNERS LLC
CRD #316443 SEC #801-128494 AUSTIN, TX 646-469-6465
SEC Registered Private Funds
Total AUM
$206.5M
Discretionary
$206.5M
Employees
5
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $206.5M | $206.5M | $0 | 5 | 0 |
| May 2025 | $206.5M | $206.5M | $0 | 5 | 0 |
| Mar 2025 | $222.3M | $222.3M | $0 | 11 | 0 |
| Jul 2024 | $204.1M | $204.1M | $0 | 10 | 0 |
| Mar 2024 | $204.1M | $204.1M | $0 | 10 | 0 |
| Sep 2023 | $204.1M | $204.1M | $0 | 10 | 0 |
| Jun 2023 | $204.1M | $204.1M | $0 | 10 | 0 |
DateAug 2025
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees11
Clients0
DateJul 2024
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees10
Clients0
DateJun 2023
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees10
Clients0