ALTERRA IOS MANAGER, LLC

RIASEC RegisteredEst. 2023
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$637M
Accounts
5
Employees
44
Advisory reps
4

Firm details

Headquarters
RADNOR, Pennsylvania
CRD number
324445
Registered since
February 2, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Alterra Ios Manager, LLC is a privately held manager focused on pooled real estate investment vehicles and related brokerage activities. The firm is structured as a limited liability company and registered with the SEC in 2023. It primarily serves institutional clients and operates as sponsor, general partner and managing member for its pooled funds, providing acquisition, asset management and sponsor-level decision making rather than acting as a broad capital allocator. Alterra Ios Manager charges both a percentage of assets under management and performance-based fees, reflecting a fee model aligned with fund-level performance. The firm does not identify as an active ESG investor. Investment activity is concentrated in real estate funds—both controlling positions and sponsored pooled vehicles—but the firm also engages third-party alternative managers across other private strategies. Its advisory remit is portfolio management for pooled investment vehicles, and it maintains real estate brokerage capabilities to support sourcing and disposition.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • SCOTT WHITTLE

    Chief Financial Officer & Chief Compliance OfficerCRD 7894244

Contacts

3 of 3
  • MATTHEW PFEIFFER

    Managing PartnerCRD 5679429

  • Leonidas Addimando

    Co-FounderCRD 7671521

  • Jeffrey Pustizzi

    Co-Founding PartnerCRD 7671519

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

RADNOR, PA

DELAWARE

Location

RADNOR, PA

Headquartered in RADNOR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
150 N Radnor Chester Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth