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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

ALTA EQUITY PARTNERS, LLC

CRD 162064

CONCORD, MA

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:dc746ae8-9bed-168f-bf74-0cd6b3b31ac8

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2026 to Mar 31, 2026
1 observations

Across DFX

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

Independent Sponsorsidentity

Alta Equity Partners, LLC

Capital provider to sponsors · shared crd

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-75371
CRD: 162064
Filings on the tape: 1
First filed: Mar 31, 2026
Latest filed: Mar 31, 2026
Organised: Corporation, DE
Website: altaequitypartners.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
AEP TRIPLE H INVESTORS, LLC	Other Private Fund	$18.0M	Mar 31, 2024	14	Mar 30, 2016	reported	n/a
ALTA BCB TV, LLC	Other Private Fund	$7.1M	Mar 31, 2020	8	Mar 30, 2015	dropped	n/a
SCI HOLDCO LLC	Other Private Fund	$4.0M	Mar 31, 2024	3	Mar 29, 2012	reported	n/a
AEP K. HEEPS INVESTORS, LLC	Other Private Fund	$3.5M	Mar 31, 2024	11	Mar 31, 2022	reported	n/a
AEP RVA INVESTORS, LLC	Other Private Fund	$3.4M	Mar 31, 2024	11	Mar 30, 2018	reported	n/a
AEP EVH INVESTORS, LLC	Other Private Fund	$2.9M	Mar 31, 2024	5	Mar 31, 2017	reported	n/a
COMBINENET HOLDINGS, LLC	Other Private Fund	$2.4M	Mar 30, 2015	3	Mar 29, 2012	dropped	n/a
AEP MEDONE INVESTORS, LLC	Other Private Fund	$2.3M	Mar 31, 2024	17	Mar 31, 2024	reported	n/a
SJL HOLDINGS, LLC	Other Private Fund	$2.2M	Mar 31, 2021	11	Mar 29, 2012	dropped	n/a
AEP RSD INVESTORS, LLC	Other Private Fund	$1.5M	Mar 30, 2016	6	Mar 30, 2015	dropped	n/a
ALTA CIRC TV, LLC	Other Private Fund	$1.2M	Mar 31, 2024	6	Mar 31, 2020	reported	n/a
AEP FMR INVESTORS, LLC	Other Private Fund	$737,500	Mar 31, 2024	6	Mar 30, 2019	reported	n/a
ALTA CCB RE HOLDCO, LLC	Other Private Fund	$647,588	Mar 31, 2024	6	Mar 31, 2020	reported	n/a
TRUIST HOLDINGS, LLC	Other Private Fund	$347,287	Mar 30, 2015	4	Apr 1, 2013	dropped	n/a
AEP BARRETT INVESTORS, LLC	Other Private Fund	$35,000	Mar 30, 2016	2	Mar 30, 2016	dropped	n/a
REACH ANALYTICS HOLDINGS, LLC	Other Private Fund	$0	Mar 31, 2024	3	Mar 31, 2014	reported	n/a
MEDTRUST HOLDCO, LLC	Other Private Fund	$0	Mar 31, 2022	12	Mar 30, 2019	dropped	n/a

Relationships

Advises (17)

→ AEP FMR INVESTORS, LLCPrivate fundOther Private Fund, ERA
Mar 30, 2019 to presentfactForm ADV
→ ALTA CCB RE HOLDCO, LLCPrivate fundOther Private Fund, ERA
Mar 31, 2020 to presentfactForm ADV
→ AEP TRIPLE H INVESTORS, LLCPrivate fundOther Private Fund, ERA
Mar 30, 2016 to presentfactForm ADV
→ AEP EVH INVESTORS, LLCPrivate fundOther Private Fund, ERA
Mar 31, 2017 to presentfactForm ADV
→ AEP K. HEEPS INVESTORS, LLCPrivate fundOther Private Fund, ERA
Mar 31, 2022 to presentfactForm ADV
→ SCI HOLDCO LLCPrivate fundOther Private Fund, ERA
Mar 29, 2012 to presentfactForm ADV
→ ALTA CIRC TV, LLCPrivate fundOther Private Fund, ERA
Mar 31, 2020 to presentfactForm ADV
→ REACH ANALYTICS HOLDINGS, LLCPrivate fundOther Private Fund, ERA
Mar 31, 2014 to presentfactForm ADV
→ AEP MEDONE INVESTORS, LLCPrivate fundOther Private Fund, ERA
Mar 31, 2024 to presentfactForm ADV
→ AEP RVA INVESTORS, LLCPrivate fundOther Private Fund, ERA
Mar 30, 2018 to presentfactForm ADV
→ MEDTRUST HOLDCO, LLCPrivate fundOther Private Fund, ERA, no longer reported
Mar 30, 2019 to Mar 31, 2022factForm ADV
→ SJL HOLDINGS, LLCPrivate fundOther Private Fund, ERA, no longer reported
Mar 29, 2012 to Mar 31, 2021factForm ADV
→ ALTA BCB TV, LLCPrivate fundOther Private Fund, ERA, no longer reported
Mar 30, 2015 to Mar 31, 2020factForm ADV
→ AEP RSD INVESTORS, LLCPrivate fundOther Private Fund, ERA, no longer reported
Mar 30, 2015 to Mar 30, 2016factForm ADV
→ AEP BARRETT INVESTORS, LLCPrivate fundOther Private Fund, ERA, no longer reported
Mar 30, 2016 to Mar 30, 2016factForm ADV
→ TRUIST HOLDINGS, LLCPrivate fundOther Private Fund, ERA, no longer reported
Apr 1, 2013 to Mar 30, 2015factForm ADV
→ COMBINENET HOLDINGS, LLCPrivate fundOther Private Fund, ERA, no longer reported
Mar 29, 2012 to Mar 30, 2015factForm ADV

Affiliated with (1)

← ALTA COMMUNICATIONS, INC.Registered adviserother investment adviser, common control
factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dc746ae8-9bed-168f-bf74-0cd6b3b31ac8
First observed: Mar 31, 2026
Last observed: Mar 31, 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.

ALTA EQUITY PARTNERS, LLC

CRD 162064

CONCORD, MA

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:dc746ae8-9bed-168f-bf74-0cd6b3b31ac8

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

AEP TRIPLE H INVESTORS, LLC

Other Private Fund

$18.0M

Mar 31, 2024

Mar 30, 2016

reported

n/a

ALTA BCB TV, LLC

Other Private Fund

$7.1M

Mar 31, 2020

Mar 30, 2015

dropped

n/a

SCI HOLDCO LLC

Other Private Fund

$4.0M

Mar 31, 2024

Mar 29, 2012

reported

n/a

AEP K. HEEPS INVESTORS, LLC

Other Private Fund

$3.5M

Mar 31, 2024

Mar 31, 2022

reported

n/a

AEP RVA INVESTORS, LLC

Other Private Fund

$3.4M

Mar 31, 2024

Mar 30, 2018

reported

n/a

AEP EVH INVESTORS, LLC

Other Private Fund

$2.9M

Mar 31, 2024

Mar 31, 2017

reported

n/a

COMBINENET HOLDINGS, LLC

Other Private Fund

$2.4M

Mar 30, 2015

Mar 29, 2012

dropped

n/a

AEP MEDONE INVESTORS, LLC

Other Private Fund

$2.3M

Mar 31, 2024

reported

n/a

SJL HOLDINGS, LLC

Other Private Fund

$2.2M

Mar 31, 2021

Mar 29, 2012

dropped

n/a

AEP RSD INVESTORS, LLC

Other Private Fund

$1.5M

Mar 30, 2016

Mar 30, 2015

dropped

n/a

ALTA CIRC TV, LLC

Other Private Fund

$1.2M

Mar 31, 2024

Mar 31, 2020

reported

n/a

AEP FMR INVESTORS, LLC

Other Private Fund

$737,500

Mar 31, 2024

Mar 30, 2019

reported

n/a

ALTA CCB RE HOLDCO, LLC

Other Private Fund

$647,588

Mar 31, 2024

Mar 31, 2020

reported

n/a

TRUIST HOLDINGS, LLC

Other Private Fund

$347,287

Mar 30, 2015

Apr 1, 2013

dropped

n/a

AEP BARRETT INVESTORS, LLC

Other Private Fund

$35,000

Mar 30, 2016

dropped

n/a

REACH ANALYTICS HOLDINGS, LLC

Other Private Fund

Mar 31, 2024

Mar 31, 2014

reported

n/a

MEDTRUST HOLDCO, LLC

Other Private Fund

Mar 31, 2022

Mar 30, 2019

dropped

n/a