ALTERRA IOS MANAGER, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.19B |
| Discretionary | $3.19B100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $637.2M |
| Employees | 44 |
| Peak AUM | $3.19BMar 2026 |
| AUM CAGR | +42.2% /yrover 3 yrs · 7 filings |
AUM by Client Type
Total AUM
$3.2B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.2B | +19.1% | +43.8% | — | |
| Discretionary AUM | $3.2B | ||||
Key Metrics
| Total AUM | $3.19B |
| Discretionary | $3.19B |
| Employees | 44 |
| Client Accounts | 5 |
| Client Range | 0 |
Contact & Location
Address
150 RADNOR CHESTER ROAD
RADNOR PA 19087
Phone
215-240-1231
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
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