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Monterra Advisors
Monterra Advisors, LLC is a state-registered investment adviser in Orlando, FL. The firm manages $4 million in assets, with $706,000 on a discretionary basis.
Overview
Monterra Advisors, LLC is a state-registered investment adviser in Orlando, FL. The firm manages $4 million in assets, with $706,000 on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
How does Monterra Advisors source proprietary deal flow?
Monterra relies on a network of co-investment relationships with institutional GPs, investment banks, and other family offices. The firm does not operate a public sourcing platform or engage in retail fundraising, meaning deal flow is relationship-driven and limited to its client families.
What investment stages does Monterra typically target?
Monterra focuses on middle-market companies across private equity, real estate, and infrastructure. The firm tends to prefer established businesses with stable cash flows rather than early-stage venture capital, aligning with its mandate of long-term capital preservation.
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