DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

ALTERRA IOS MANAGER, LLC

CRD 324445

RADNOR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45455964-0eeb-69fb-4d72-c3249bf05f5e

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 1
Observed: Jan 3, 2023 to Mar 27, 2026
7 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Alterra Ios Manager, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.2BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.2B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 44
Advisory employees: 20
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 5
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $0
Relying advisers: 4
SEC number: 801-127256
CRD: 324445
Filings on the tape: 7
First filed: Jan 3, 2023
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, DE
Website: ios.alterraproperty.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ALTERRA IOS VENTURE II, LP	Real Estate Fund	$1.1B	Mar 29, 2024	91	Jan 3, 2023	reported	021-426021
ALTERRA IOS VENTURE III, LP	Real Estate Fund	$936M	Mar 29, 2024	68	Mar 29, 2024	reported	021-482834
ALTERRA IOS VENTURE III FEEDER A, LP	Real Estate Fund	$43.4M	Mar 29, 2024	2	Mar 29, 2024	reported	021-495605
ALTERRA IOS VENTURE II MASTER, LP	Real Estate Fund	$8.3M	Nov 3, 2023	94	Jan 3, 2023	reported	021-439053

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Addimando, Leonidas, Savas	MANAGING PARTNER / CHIEF EXECUTIVE OFFICER	C	yes	12/2022	Jan 3, 2023	Mar 29, 2024
PFEIFFER, MATTHEW, LIAM	MANAGING PARTNER / CHIEF INVESTMENT OFFICER	C	yes	12/2022	Jan 3, 2023	Mar 29, 2024
Pustizzi, Jeffrey, Joseph	PARTNER / GENERAL COUNSEL	B	yes	12/2022	Jan 3, 2023	Mar 29, 2024
WHITTLE, SCOTT, JEFFREY	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	Na	yes	05/2024	Mar 29, 2024	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ALTERRA IOS III MASTER HOLDCO, LLC	n/a	n/a	n/a	N	yes	n/a
ALTERRA IOS MASTER HOLDCO, LLC	n/a	n/a	n/a	N	yes	n/a
ALTERRA IOS VENTURE II GP, LLC	n/a	n/a	n/a	N	yes	n/a
ALTERRA IOS VENTURE III GP, LLC	n/a	n/a	n/a	N	yes	n/a
APG REALTY, LLC	n/a	n/a	n/a	N	yes	n/a
LJM PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Philadelphia	Pa	United States	11	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$3.2B	$3.2B	44	20	1	3	n/a
2024	Mar 31, 2025	$2.7B	$2.7B	42	15	1	3	n/a
2023	Mar 29, 2024	$2.1B	$2.1B	36	15	1	3	$2.1B
2022	Mar 31, 2023	$1.1B	$1.1B	25	10	1	2	$1.1B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.2B	$2.7B	19.1%	$1.1B	43.8%	44	42	1	1

Relationships

Advises (4)

→ ALTERRA IOS VENTURE III FEEDER A, LPPrivate fundReal Estate Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ ALTERRA IOS VENTURE II, LPPrivate fundReal Estate Fund, IA
Jan 3, 2023 to presentfactForm ADV
→ ALTERRA IOS VENTURE III, LPPrivate fundReal Estate Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ ALTERRA IOS VENTURE II MASTER, LPPrivate fundReal Estate Fund, IA
Jan 3, 2023 to presentfactForm ADV

Controls (4)

← PFEIFFER, MATTHEW, LIAMOwnerMANAGING PARTNER / CHIEF INVESTMENT OFFICER, ownership code C, individual
Jan 3, 2023 to Mar 29, 2024factForm ADV
← Pustizzi, Jeffrey, JosephOwnerPARTNER / GENERAL COUNSEL, ownership code B, individual
Jan 3, 2023 to Mar 29, 2024factForm ADV
← Addimando, Leonidas, SavasOwnerMANAGING PARTNER / CHIEF EXECUTIVE OFFICER, ownership code C, individual
Jan 3, 2023 to Mar 29, 2024factForm ADV
← WHITTLE, SCOTT, JEFFREYOwnerCHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2024 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Alterra Ios Manager, Llc reported RAUM $2.7B, up 26% from $2.1B (2024-03-29 to 2025-03-31)
Form ADVobserved 4 days ago
$546M
Occurred
Mar 29, 2024
Regulatory AUM changed
Alterra Ios Manager, Llc reported RAUM $2.1B, up 99% from $1.1B (2023-11-03 to 2024-03-29)
Form ADVobserved 4 days ago
$1.1B
Occurred
Mar 29, 2024
Control person joined
Jeffrey Scott Whittle (Chief Financial Officer & Chief Compliance Officer) appeared on Schedule A of Alterra Ios Manager, Llc
Form ADVobserved 4 days ago
Occurred
Jan 3, 2023
First Form ADV filing
Alterra Ios Manager, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45455964-0eeb-69fb-4d72-c3249bf05f5e
First observed: Jan 3, 2023
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALTERRA IOS MANAGER, LLC

CRD 324445

RADNOR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45455964-0eeb-69fb-4d72-c3249bf05f5e

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:21 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ALTERRA IOS VENTURE II, LP

Real Estate Fund

$1.1B

Mar 29, 2024

Jan 3, 2023

reported

021-426021

ALTERRA IOS VENTURE III, LP

Real Estate Fund

$936M

Mar 29, 2024

reported

021-482834

ALTERRA IOS VENTURE III FEEDER A, LP

Real Estate Fund

$43.4M

Mar 29, 2024

reported

021-495605

ALTERRA IOS VENTURE II MASTER, LP

Real Estate Fund

$8.3M

Nov 3, 2023

Jan 3, 2023

reported

021-439053

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Addimando, Leonidas, Savas

MANAGING PARTNER / CHIEF EXECUTIVE OFFICER

yes

12/2022

Jan 3, 2023

Mar 29, 2024

PFEIFFER, MATTHEW, LIAM

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

yes

12/2022

Jan 3, 2023

Mar 29, 2024

Pustizzi, Jeffrey, Joseph

PARTNER / GENERAL COUNSEL

yes

12/2022

Jan 3, 2023

Mar 29, 2024

WHITTLE, SCOTT, JEFFREY

CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER

yes

05/2024

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ALTERRA IOS III MASTER HOLDCO, LLC

n/a

yes

n/a

ALTERRA IOS MASTER HOLDCO, LLC

n/a

yes

n/a

ALTERRA IOS VENTURE II GP, LLC

n/a

yes

n/a

ALTERRA IOS VENTURE III GP, LLC

n/a

yes

n/a

APG REALTY, LLC

n/a

yes

n/a

LJM PARTNERS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Philadelphia

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$3.2B

n/a

2024

Mar 31, 2025

$2.7B

n/a

2023

Mar 29, 2024

$2.1B

2022

Mar 31, 2023

$1.1B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.2B

$2.7B

19.1%

$1.1B

43.8%