ALTERRA IOS MANAGER, LLC other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

36 44.00%

of those in investment advisory functions:

15 50.00%

Registration:

SEC, Approved, 2/2/2023

AUM:

2,129,075,769 98.89%

of that, discretionary:

2,129,075,769 98.89%

Private Fund GAV:

979,880,366 -8.46%

Avg Account Size:

425,815,154 -20.44%

SMA’s:

NO

Private Funds:

3 1

Contact Info

215 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1B 918M 765M 612M 459M 306M 153M
2023

Recent News



Private Funds Structure

Fund Type Count GAV
Real Estate Fund 3 $979,880,366

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Private Funds



Employees




Brochure Summary

Overview

Alterra IOS Manager, LLC (“Alterra IOS”) is a Philadelphia-based real estate investment manager and along with its affiliates focused on investing in industrial outdoor storage (“IOS”), non-IOS industrial, residential, and mixed-use properties. Principal owners of Alterra IOS are Leo Addimando, Matt Pfeiffer, and Jeff Pustizzi. Alterra IOS is an affiliate of Alterra Property Group, LLC (“APG”). Alterra IOS and APG are collectively referred to as Alterra. The Alterra entities, together with APG’s predecessor company, 806 Capital, LLC,
have been in business since 2005, with Alterra IOS becoming a registered investment adviser in 2023. Alterra IOS manages private funds (“Clients”, “Fund”, or “Funds”) and only provides investment advice related to real estate investments. Each Fund is available for investment via a “private offering,” and is only intended only for investment by “accredited investors,” as those terms are defined under the Securities Act of 1933, as amended. As of December 31, 2023, Alterra IOS manages $2,129,075,769 on a discretionary basis.