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

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count3 GAV$979,880,366

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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.