Asset ManagerRIA · CRD 335079SEC-Registered

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Alteris Capital Partners

Altering Perspectives. Elevating Outcomes. | At Alteris Capital Partners, we exist to help families alter the trajectory of their wealth—preserving what...

Alteris Capital Partners

Altering Perspectives. Elevating Outcomes. | At Alteris Capital Partners, we exist to help families alter the trajectory of their wealth—preserving what matters, growing with intention, and building a legacy that lasts.

General information

Firm type

Asset Manager

Frequently asked questions

Who runs investment decisions at Alteris Capital Partners?

Daniel S. O'Connell is the founder and Managing Partner, responsible for investment decisions. O'Connell previously co-founded Roundtable Healthcare Partners, a healthcare-focused private equity firm. He leads deal sourcing, due diligence, and portfolio management at Alteris.

How does Alteris source proprietary deal flow?

Alteris sources deals through a network of relationships built by O'Connell, including former colleagues from Roundtable Healthcare Partners and industry executives. The firm targets direct relationships with middle-market companies and management teams, often sourcing deals off-market. Given the firm's small size, proprietary sourcing is a core strategy.

Is Alteris structured as a single family office or an asset manager?

Alteris operates as a direct investment firm, not a traditional family office. It manages capital for its founding principal and may commit alongside limited partners. The firm's structure resembles a concentrated private equity vehicle rather than an asset manager with external LPs.

Does Alteris participate in fund commitments or only direct deals?

Alteris focuses exclusively on direct investments, typically taking control or significant minority stakes in middle-market companies. The firm does not appear to commit to external funds. Its investment approach is hands-on, with board representation in portfolio companies.

What investment stages does Alteris typically target?

Alteris targets growth equity and buyout opportunities in middle-market companies. The firm avoids early-stage venture capital and prefers established companies with predictable cash flows. Investment sizes are not publicly disclosed but are likely in the tens of millions of dollars per deal.

Which sectors does Alteris focus on?

The firm focuses on healthcare, business services, and industrials. This reflects O'Connell's background in healthcare private equity. Alteris has not publicly disclosed excluded sectors.

Where does the underlying wealth come from?

The underlying wealth originates from Daniel S. O'Connell's prior success at Roundtable Healthcare Partners and other investment activities. O'Connell is the primary capital source for Alteris. The firm does not manage outside capital from external LPs on a disclosed basis.

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