RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 4, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HORNE, TARA, NICHOLEICHIEF COMPLIANCE OFFICERNA
HORNE, TARA, NICHOLEICHIEF COMPLIANCE OFFICERNA
HORNE, TARA, NICHOLEICHIEF COMPLIANCE OFFICERNA
HORNE, TARA, NICHOLEICHIEF COMPLIANCE OFFICERNA
MIRANDA, CHRISTINA, BUCKINGHAMICHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERNA Control
MIRANDA, CHRISTINA, BUCKINGHAMICHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERNA Control
Scott, MarkICFONA Control
Scott, MarkICFONA Control
Scott, MarkICFONA Control
Scott, MarkICFONA Control
Scott, MarkICFONA Control
Scott, MarkICFONA Control
MACINTOSH, SCOTT, WILLIAMICO-CEO AND MEMBERC Control
MACINTOSH, SCOTT, WILLIAMICO-CEO, CCO AND MEMBERC Control
MACINTOSH, SCOTT, WILLIAMICO-CEO AND MEMBERC Control
MACINTOSH, SCOTT, WILLIAMICO-CEO AND MEMBERC Control
MACINTOSH, SCOTT, WILLIAMICO-CEO AND MEMBERC Control
MACINTOSH, SCOTT, WILLIAMICO-CEO AND MEMBERC Control
MACINTOSH, SCOTT, WILLIAMICO-CEO, CCO AND MEMBERC Control
MACINTOSH, SCOTT, WILLIAMICO-CEO AND MEMBERC Control
MACINTOSH, SCOTT, WILLIAMICO-CEO AND MEMBERC Control
MACINTOSH, SCOTT, WILLIAMICO-CEO AND MEMBERC Control
REID, DREW, CHARLESICO-CEO AND MEMBERC Control
REID, DREW, CHARLESICO-CEO AND MEMBERC Control
REID, DREW, CHARLESICO-CEO AND MEMBERC Control
REID, DREW, CHARLESICO-CEO AND MEMBERC Control
REID, DREW, CHARLESICO-CEO AND MEMBERC Control
REID, DREW, CHARLESICO-CEO AND MEMBERC Control
REID, DREW, CHARLESICO-CEO AND MEMBERC Control
REID, DREW, CHARLESICO-CEO AND MEMBERC Control
REID, DREW, CHARLESICO-CEO AND MEMBERC Control
REID, DREW, CHARLESICO-CEO AND MEMBERC Control

Registrations

Federal

IA
Aug 4, 2025 REGISTERED

Notice Filings (1)

TX

Address

415 COLORADO STREET
SUITE 1400
AUSTIN, TX 78701
United States
Phone: 646-469-6465